Investing with ClearView

Proactively investing can help you reach your financial goals sooner. We provide a single point of access to the financial markets, taking the hassle out of managing investments on your own. With a broad range of investment options and industry-leading strategies actively managed by a team of experts, we can help build your wealth today.

Find out more about how we invest

How will it help you

Use any investment earnings you make to help pay off the mortgage sooner, go on your dream holiday, or help fund a better lifestyle in retirement. You may also want to re-invest back into your investment portfolio to help accelerate your earning potential even more.

What we offer with ClearView WealthSolutions Investments

WealthSolutions Investments is a one-stop shop for your investment needs, available through your adviser. It’s very flexible and can be structured to suit your own investment strategy. 

Choose your own investments 

If you’re a savvy investor, we provide you with the tools and resources to make an informed decision when it comes to investing your money. With the help of your adviser, you can put together an investment portfolio tailored to your needs. 

Let us invest for you

Our managed portfolios are an easy way for you to invest with us. Managed by our experienced investment team, they are designed to meet investment objectives based on your risk profile. The investment strategies in these models are constantly monitored and updated so they adapt to the ever changing market. 

Find out more about our implemented models >

Mix and match as you see fit

You can structure your portfolio to have us manage some of your investments while you invest the rest. Regardless of how you want to manage your investments, your adviser is there to guide you through the process. You also benefit from the experience of our investment team backed by some of the most reputable investment managers in the industry.

What you get

WealthSolutions Investments combines investment choice and market leading technology to provide you with a product that is packed with features. This gives you the flexibility to transact in many ways:
  • Invest lump sums or via a regular contribution;
  • Move your existing assets in via an in specie transfer;
  • Select the way you want to realise CGT from 3 different options;
  • Aggregated trading of share transactions; and
  • Gear your investments with a margin lender.

Choice and flexibility

We give you access to an extensive range of investment options and strategies. These include:
  • Managed funds, where you can choose from an extensive range of managed funds spanning a wide range of asset classes including Australian and global equities, property, fixed interest and cash.
  • Managed portfolios, a range of model portfolios to align with different risk profiles.
  • Australian and international listed securities, where you can access a large range of equities listed on the ASX and international share markets. You can also invest in additional listed, securities as approved by us, such as listed investment companies, exchange traded funds and fixed interest securities.
  • Term deposits, choose from a range of term deposits to help add some certainty to your overall investment mix.
  • Cash, and other investments made available from time to time by us.

Online access

Your investments are administered through HUB24's platform, allowing your financial adviser to easily review your entire portfolio, make transactions on your behalf and manage your investments.

You can also access your account anytime through the InvestorHUB portal and the MyHUB app, which includes great reporting functionality so you can have easy access to: 
  • The current valuation of your overall portfolio
  • A list of transactions for each of your investments and cash holdings
  • The proportion of your investments held in key asset classes
  • Your income statement

Value for money

When it comes to investing, every dollar counts. We’ll help you save money wherever we can. This includes:
  • Straightforward, competitive fees that are easy to understand
  • Ability to combine accounts into a single family group to help you save on administration fees.
WealthSolutions Investments Product Disclosure Statement >

Access the best

We’re experts in researching investment opportunities. For our implemented models, we use our knowledge to construct investment strategies and portfolios, and we use the expertise of specialist investment managers to invest your money. We work collaboratively to bring together market insights to identify trends and opportunities and give you access to a full range of investment options.

Find out more about investing with us >