MyState Wealth Management’s online Portfolio management service provides you with secure and convenient access to all of your financial investments from one simple login, 24 hours a day, 7 days a week.
This complete solution makes portfolio management simple and straightforward by allowing you to log in to your portfolio to view and track the performance of your entire financial investment portfolio, conveniently alleviating the record-keeping burden associated with holding financial investments directly.
Depending on your stage of life and financial investment objectives you can choose the convenience of portfolio management online via three account types:
- MyState Wealth Management Investment Account - assists you to manage your wealth
- MyState Wealth Management Superannuation Account - enables you to save for your retirement
- MyState Wealth Management Pension Account - provides you with a tax effective retirement income
You can choose from a range of financial investments including Cash, Term Deposits, ASX-Listed Securities, Managed Funds and Model Portfolios.
You can also choose from the competitive range of MyState and Tasmanian Perpetual Trustees financial investments including a Cash Management Account, Term Deposit and Mortgage Funds.
Find out more
To find out more about portfolio management online contact MyState’s Wealth Management team today on 1300 651 600.
Read more about the benefits of financial planning.
Read about our financial planning process.