Management and Reporting

    Manage your finances through comprehensive financial calculators 

  • Wyse Wealth provides a Simple, flexible and Competitive Structure – this includes to a low cost administration, reporting and compliance services into an easy to use package.
  • Consolidated reports covering all investments in your portfolio.
  • Easier tax and record-keeping; and
  • Easy to understand, quick and effective – Receive the benefits of market leading service standards on applications, redemption’s, unit pricing, income distributions, taxation information and transactions.
  • Transact today, generally obtain tomorrow’s unit prices, and receive an immediate confirmation of your transaction. Should you need to redeem some money?
  • Straight through process to access your account information – 24hour, 7 days a week access to your financial portfolio information online and consolidated reporting.
  • The simplicity of only dealing with one contact for your portfolio transactions.
  • Control over what you invest in.
  • Access to ASX live data and managed fund research when you have an account setup with us.