Solve

I want one solution
for my low and high balance clients

  • Next generation platform tech driving efficiencies and practice growth
  • On HIN / CMA for greater transparency and legal ownership
  • No hidden fees – we don’t have fees on your clients’ cash
  • Managed Accounts efficiency with best interest duty
  • Nimble partnership – #1 for adviser support and investment options

“We now deliver consistent outcomes for all our clients; whether they have $1,000 or $1 million invested.”

Nigel Baker
Director I Financial Adviser, Arch Capital

We were referred to WealthO2 at a time when we felt the industry needed to improve and had been disappointed with some of the larger platforms and their hidden fees.

We were looking for a platform partner that genuinely served in the best interest of all our clients, no matter what their investment level.

Our values aligned with WealthO2 from the start. Their managed funds and SMSF solutions offered an easy, transparent, efficient, cost effective way to serve our low and high balance clients.

Since partnering with WealthO2 we have been able to deliver more robust and measurable portfolios with lower fees and clearer, consistent client outcomes.

Speed of implementation, accurate reporting, access to models and ROAs plus the new client app have benefited all our clients.

 

Client testimonial

What our clients say...

Nigel Baker, Arch Capital

Wealtho2’s managed account and SMSF solutions have helped us deliver the right outcomes for our low and high balanced clients.