IVE New Specialist

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A step ahead for your clients.
A step ahead for you.

At CFS, we’ve been working hard to make Australia’s most popular adviser platform even better for you and your clients.

We're excited to announce a new range of managed account portfolios from Lonsec, Morningstar and Zenith available now on FirstChoice Wholesale Personal Super and Pension at no additional cost to you or your clients.

Specialist Portfolios are a true game-changer for your business – and they are ideal for advice practices looking for a more efficient, transparent portfolio solution, without having to transform their business model.

What are Specialist Portfolios?
Our new FirstChoice Managed Accounts Specialist Portfolios have been developed in response to adviser feedback seeking ways to lower the cost of advice for clients without compromising on the quality of the investment solution.

The combination of the convenience and transparency of a managed account with the simplicity and efficiency of FirstChoice gives you more time to spend with your clients and growing your business, and less time on administration.

Here's what we think sets them apart

Access to professionally managed portfolios

Our Specialist Portfolios are designed and monitored by industry leaders such as Lonsec, Morningstar and Zenith, and administered by CFS; giving you confidence that your clients’ portfolios are always aligned to their advice strategy and saving you valuable time and effort implementing and administering portfolio changes.

With a range of portfolios constructed across different styles and strategies, there’s a solution to suit a variety of client needs.

No additional research or portfolio construction costs

Lowering your clients’ total cost to invest doesn’t have to mean settling for less or compromising on the quality of your advice.

We’ve selected some of Australia’s top investment consultants and researchers to design our new Specialist Portfolios and we’re providing these at no additional cost to you and your clients.

Learn more about FirstChoice Managed Accounts
Specialist Portfolios

Meet the Specialist Portfolio managers

Lonsec is Australia’s leading investment product research house, with a team of over 65 analysts conducting in-depth research on over 1,850 investment products, including managed funds, shares, listed products like Exchange Traded Funds and Listed Investment Companies, and superannuation funds.

Find out more about the Lonsec portfolios

Morningstar is a leading global provider of independent investment research with operations in 27 countries. Established in 2005, Morningstar Australasia provides Stock, Fund, ETF, LIC, and Credit data & research, software solutions and investment management services to financial services professionals and individual investors.

Find out more about the Morningstar portfolios

For more than two decades, Zenith has been delivering premium research and portfolio construction services to the Australian market. Zenith’s highly respected in-house research team provides extensive specialist knowledge which is core to the delivery of its high-quality managed portfolios offering.

Find out more about the Zenith portfolios

Let's step forward together

We're on hand to help make the transition to Specialist Portfolios as smooth as possible. Our Business Development Managers will work with you to show you how to implement the right portfolios for your client's needs.

DISCLAIMER

ADVISER USE ONLY

Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the issuer of the FirstChoice range of super and pension products from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. CFSIL also issues interests in products made available under FirstChoice Investments and FirstChoice Wholesale Investments. This document is based on the understanding of current regulatory requirements and laws as at November 2021, including CFSIL accepts responsibility for any loss suffered by any person arising from reliance on this information. This document provides information for the adviser only and is not to be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. Clients should read the PDS and FSG before making an investment decision and consider talking to a financial adviser. The PDS and FSG can be obtained from www.cfs.com.au or by calling us on 13 18 36.

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Money Management · Level 10, 4 Martin Place · Sydney, NSW 2000 · Australia