Direct to consumer 

Today’s investors are incredibly well informed. They know there are a wealth of products out there.

They know too that there are a huge array of providers and advisers, each with differing offerings and different charging plans. But what they really want to know is how they go about making sense of it all. The FNZ direct to consumer platform is the guide they need.

Already helping to grow the assets of some of the world’s leading financial providers, it provides a simple, cost-effective and trusted way for investors to manage their wealth. Here’s a little of what it can do:

Registration & Account Opening
Within a matter of minutes products can be purchased and investments traded. Every process has been designed in consultation with independent usability experts to ensure the site is simple and intuitive. The platform uses 128 bit SSL encryption and reCAPTCHA authentication for complete online safety.

Portfolio View & Analysis
Clients keep track of all their investments online, including pensions, ISAs and Self-Managed Super Funds (SMSF) as well as their home and other valuable assets. All valuations are based on the latest data from Financial Express, Bloomberg, Thompson Reuters, IRESS or Morningstar.

Portfolio Management
Clients can buy, sell and switch investments with ease. Payments can be made securely from multiple sources. Clients can also initiate existing product transfers online, allowing them to manage all of their investments together in one place.

Powerful Research
With access to FNZ’s comprehensive and incisive research facilities, clients can make investment decisions based on the latest market intelligence. Along with a risk questionnaire, they can carry out research on the most appropriate platform, they can track investments and they can monitor live performance.