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Quilter WealthSelect Portfolios

An actively managed, discretionary investment solution.

What is WealthSelect?

Our financial needs and attitudes change as we go through life's seasons. Whether it's helping the kids get on in life, taking that dream holiday or retiring active and happy - your investments should grow with you.

WealthSelect is an innovative, actively managed discretionary investment solution where you and your financial adviser choose the portfolio that best meets your investment needs and attitude to risk.

Our personalised service gives you:

  • The right balance between portfolio performance and the risk level that’s best for you, from 3 (low) to 10 (high).
  • The flexibility to choose between WealthSelect Managed, Responsible, and Sustainable portfolios, so that your environmental and social preferences are at the heart of your portfolio’s strategy.
  • An investment strategy that allows you to select active, blend, or passive investment management of your portfolio, helping you get the best value from our investment expertise.

Understanding WealthSelect

WealthSelect provides a safe pair of hands for your investments, a portfolio that meets your personal needs, and timely and transparent communication. Since 2014, we’ve helped more than 70,000 customers like you achieve their financial goals by harnessing the skills of our investment experts.

Your guide to WealthSelect
WealthSelect customer brochure

Looking to get started?

If you're interested in WealthSelect, the best next step will be to contact your financial adviser for more information. Don't have a financial adviser? Use our find an adviser tool to locate a suitable expert.

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