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What is WealthSelect?
Our financial needs and attitudes change as we go through the different seasons of life. Whether it is helping the kids get on, taking that dream holiday, or retiring active and happy - your investments should grow with you, although keep in mind the value of investments can go down as well as up.
WealthSelect is an innovative, actively managed discretionary investment solution where you and your financial adviser choose the portfolio most suited to your investment needs and appetite for risk.
Key information
Our personalised service gives you:
- The right balance between portfolio performance and the level of investment risk that is most suited 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 investment strategy.
- The freedom to choose an active, blend, or passive investment management style for your portfolio, helping you get the best value from our investment expertise.
The WealthSelect Managed Active and Managed Blend portfolios have achieved a Defaqto 5 Diamond Rating. The other portfolios do not yet have the required five-year performance track record to achieve a Defaqto 5 Diamond Rating.
Looking to get started?
If you are 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.
Approver: Quilter August 2026
QI 26695/205/18317
