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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 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 appetite for risk.
Key information
Our personalised service gives you:
- The right balance between portfolio performance and the level of investment risk that is 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 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.
This communication is issued by Quilter, a trading name of Quilter Investment Platform Limited and Quilter Life & Pensions Limited, who provide the WealthSelect Managed Portfolio Service.
Approver: Quilter January 2026
QIP 26695/165/14662