Even when your super is sorted, you may have other life goals to save for, whether your children’s education, that trip around the world, or a holiday hideaway.
ClearView offers several options for you to invest in.
ClearView Managed Investments
This product is designed for investors looking for a straightforward product with broad investment choice:
- Our suite of diversified investment options is professionally managed and designed for a range of needs.
- You’ll have online access to your account through the ClearView Portal 24/7 and you can also transact over the phone via our friendly Service Centre.
- You’ll have the flexibility to make additional investments or partial withdrawals, and to switch investment options.
ClearView WealthSolutions Investments
WealthSolutions is an investment platform designed for investors wanting comprehensive choice, and the flexibility to design a portfolio that suits them. Features include:
- A range of investment options, including managed funds, managed portfolios, Australian and international listed securities and term deposits.
- Tax-effective management with tax calculated at account rather than fund level.
- A fee discount for eligible accounts.
- Online access to your account via the online InvestorHUB or MyHUB app
Individual funds and portfolios
ClearView also offers individual investment products that can be accessed via a range of investment platforms (like our own WealthSolutions platform).
CFML Managed Funds
- Offers a choice of managed funds across asset classes such as Australian shares, international shares, fixed interest and cash investments.
ClearView Managed Portfolios
- Offers a selection of ready-made portfolios that suits a range of risk profiles and investment timeframes.