Personal Investment Advice
Our licensed financial planners will educate you on suitable opportunities that can help you build and protect your wealth based on your situation. Many of our highly attractive options are exclusive to Wealth Rite Advisory Group with historical performances that will pleasantly surprise.
Many of these not so well known options can truly have the potential to greatly improve your outcome.
Direct investments or superannuation
Average return from our SMA accounts
Results that speak for themselves unbiased advice
With a 5 year average of 15% PA and an even better 20% PA average in the last three years after fees. Wealth Rite Advisory Group provides you access to SMA accounts that have largely outperformed the top retail or industry superfunds.
Note: Every client has a tailored, unique investment profile, results are based on an approximate average return. Past performance is not indicative of future performance.
WRAG managed SMA fund average 5 year performance compared to top performing superfunds
Fully tailored diversified investment strategies
Superior risk-adjusted returns
- Fixed Interest
- Cash/Money Markets
- Term deposits
- Foreign currencies
- Foreign exchange
- Managed investments
Superior results from direct access and advanced technology!
Click below to view a sample our SMA clients returns over different time periods