Why choose Make A Choice?

As an Investor with Make A Choice, you have access to a number of solutions to assist you to achieve your financial goals. Together with your Financial Adviser, Make A Choice provides you with efficient and personalised customer service, access to a broad range of investment options, regular communication and easy access to your account information.

Benefits of being a Make A Choice Investor

A competitive and flexible range of products

A diverse range of investment choices

A selection of insurance options to suit your lifestyle

Flexible investment management

Information about fund performance

A dedicated Client Services team

Online access to your investment information

Processing investment instructions online

Competitive fee structure

Tax reporting

Automatic rebalancing

A competitive and flexible range of products

Make A Choice offers you access to a carefully selected range of investment, superannuation and retirement solutions including:

The Make A Choice Superannuation and Rollover Division

The Make A Choice Allocated Pension Division

The Make A Choice Investment Service

A diverse range of investment choices

Together with your Financial Adviser, you will be able to diversify your investment portfolio by accessing a broad range of investment options from Australia 's leading investment managers. Make A Choice provides you with access to over 180 managed investment options and direct shares.

Flexible Investment Management

As a Make A Choice member, together with your Adviser, you can choose the best way to manage your superannuation and investments according to your needs and lifestyle.

A selection of insurance options to suit your lifestyle

Make A Choice offers a range of insurance options that will enable you to tailor the type and amount of insurance cover to suit your particular needs.

Information about fund performance

Make A Choice has aligned itself with Australia's leading fund managers to provide you with a wide range of investment options. Information about the performance of your funds can be obtained by contacting your Financial Adviser or Make A Choice Client Services on 1300 850 357.

A dedicated Client Services team

Any enquiries you may have regarding your Make A Choice accounts can be directed to Make A Choice Client Services - a team of individuals who are dedicated to consistently delivering high service standards. Utilising one of the fastest growing administration platforms in Australia, Make A Choice Client Services provides you with quality and consideration that is unsurpassed in the financial services industry.

Online access to your investment information

Upon joining Make A Choice, you will be issued with an Investor code and password enabling you to easily and conveniently manage your investments online. You will be able to securely access online web pages and reports, providing you with up to date information relating to your account balances and investment details.

Processing investment instructions online

When you become a Make a Choice member you may choose to authorise your Adviser to place your investment or transaction instructions online, on your behalf. This functionality streamlines the administration process and provides you with value added efficiencies when instructing your Adviser to manage your investments. Please refer to the Product Disclosure Statement for additional detail about this process.

Competitive fee structure

Becoming a Make A Choice Investor ensures that you will benefit from efficiencies achieved through advanced technologies and a wide range of investment choices at a competitive fee structure, delivering high value at a minimum cost.

Tax Reporting

Make A Choice offers you detailed reporting and ensures your superannuation and investment information is consolidated for taxation purposes.

Automatic Rebalancing

You can choose to have your investments rebalanced automatically on a quarterly, half yearly or annual basis. This allows you to maintain control over your investments to ensure they are aligned with your financial goals.