The next generation wealth platform empowering advice
Voted #1 for adviser support & investment options
Launch
Clients
$1bn
Fastest platform to reach
Our purpose is to enable more advisers to provide unconflicted advice to more Australians.
We do this by delivering advice-led technology on a simple fee basis with no conflicted investment products or cash or MER clipping … putting more efficiency, and control back in the hands of the adviser. We also help advisers implement scalable, yet tailored advice and more easily demonstrate value to their clients.
We provide a fresh, new alternative for their Super and Pension which is “on HIN” providing greater transparency on the client’s assets. WealthO2’s platform solution uniquely offers legal ownership of cash and assets for investment and SMSF clients.
The technology delivers efficiencies in automation of processes and by way of automated compliance. Our customisable bulk Record of Advice (ROA) generation and integrated client responses through to intraday execution is just one example of compliance innovation.
WealthO2 as a partner enables an adviser practice to grow and be more profitable. We deliver technology and services that enable greater efficiency and scale for the adviser, whilst also allowing for naked pricing shift of margin to advisers and lowering the cost of advice.
If you are frustrated with your current provider the good news is WealthO2 is driving an exciting new era of choice for advisers.
We’re focused on adviser and client success outcomes
Unconflicted tech
advice
We have no investment products
No hidden
fees
No hidden fees
Better
Communications
Take control of your client’s communications
Support & Client Centricity
We put you and your clients' first
Partnership
For adviser support, efficiency and scalability
Transparency &
ownership
On HIN/ CMA for greater transparency and legal ownership
Best interest
duty
Managed accounts efficiency with best interest duty
Technology
roadmap
Customer led technology driving advice practice efficiencies
Unconflicted tech advice
We have no investment products
No hidden
fees
And we don’t have fees on your client’s cash
Better
Communications
Take control of your client’s communications
Support & Client
Centricity
We put you and your clients ‘first
Partnership
For adviser support, efficiency and scalability
Transparency &
ownership
On HIN/ CMA for greater transparency and legal ownership
Best interest
duty
Managed accounts efficiency with best interest duty
Technology
roadmap
Customer led technology driving advice practice efficiencies
Meet the team
Our team has deep experience in the technical, business and customers’ needs of wealth businesses in Australia, but most of all we listen.

What our clients say...
"WealthO2's managed account and SMSF solutions have helped us deliver best outcomes for our low and high balance clients."
"With WealthO2 we’re able to move very quickly and ensure every portfolio is optimised across a large client base. It’s orderly, process-driven and was made easy to implement through professional support.”
"WealthO2 enables us to manage our clients’ portfolios in a systemised way. It reduces implementation time because we don’t have to trade manually any more, it’s all automatic. Nothing is ad hoc, and everything is on one system.”
"WealthO2 is the the nirvana for independent financial planners… The reduction in administration costs along with the flexibility of portfolio construction and market connectivity is a powerful proposition to the IFA market.”

The Model Managers on WealthO2
(ROA and MDA)
WealthO2 supports financial advisers by providing access to both the assets that are in best interests of the client (lower MER etc) as well as specialists in investment management who provide models and research and investment committee participation.
Our Model Manager and Asset consultants provide these services to advisers using WealthO2 services.
(ROA and MDA)
Model managaer Lorem ipsum dolor sit amet, consectetur adipisicing elitlaborum. Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium.




















MDA Best of Breed Investment Series
Investment Lorem ipsum dolor sit amet, consectetur adipisicing elitlaborum. Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium.
Welcome to WealthO2’s
MDA Best of Breed Investment Series
Bringing a professional overlay to your client experience.
At WealthO2 we are focused on making your life easier and putting advisers and their clients’ first. If you don’t want to build your own models, we’ve brought together the who is who in managed accounts to do it for you!






Helpful Links
Our superannuation and pension offering, “Super Simplifier” and is a sub plan of an APRA regulated fund. We have set out to offer a different option to advisers and their clients for superannuation – something new, that sits between a super fund and an SMSF, and at a fee comparable to an Industry Super fund.
A true alternative to access managed funds. Our offering allows advisers to use managed funds in their investment strategies without the burden of paperwork or the high costs of administration.
Learn More
The WealthO2 Academy is your go-to resource for information on:
- onboarding
- user guides
- education
- insights
- videos
- flyers
- forms
WealthO2’s Managed accounts offer called “MA Operator” is our software and service for advisers to implement advice efficiently and in a compliant manner. MA adds value to advisers, and those providing managed account services complementing their current operational and system architecture and client servicing culture.