Positive
Reviews above 3.0 stars
Negative
Reviews below 3.0 stars
Average
Average of all reviews
Reviews
Total number of reviews
Reviewer opinions
Overview
Access superannuation, SMSF and investment solutions, online portfolio management tools and reports combined with great fee-saving initiatives. • Extensive Investment choice and flexibility. Access ASX listed and International shares, managed funds, managed accounts and term deposits. • Reduce paperwork with online portfolio management tools. Buy and sell investments, automate transactions, and review your portfolio including income, capital movement and taxes. • Make tax time easy with consolidated annual tax statements for all investment holdings. • Competitive pricing. Like our family fee rebate when grouping multiple policies and family related accounts.
Reviews
4.5
out of 5 starsBarry
75+ years old"I transfered my existing portfolio to netwealth because I'd had previous experience with the principal members of the company in whom I placed trust. All of my family now use the facilities of this group. It took a little while to come to grips with its systems but now I've no problems whatsoever and would highly recommend this group to my friends which I've done."
12 October 2018Stephen
56-65 years old"Netwealth has certainly been a big step up from ING Living Super, the flexibility in use is very good and customer support has been above and beyond bigger companies. "
12 October 2018Michael
36-45 years old"Netwealth is great, services is second to none, price is very right and options are great. Would recommend it to anyone "
12 October 2018Steven
56-65 years old"Netwealth is very easy to use. It's reports and functionality are very customer focused and I would be more than happy to recommend it to others."
12 October 2018Gregory
46-55 years old"I love my Netwealth Super Wrap! It has the features on a Self-Managed Super Fund, without the exorbitant fees and charges. I have been buying and occasionally selling Australian, US and Chinese shares all from my online portal. I also hold actively managed funds and some bonds. Trades are easy to set up, execute and track. I cannot say enough positive words about Netwealth. They have helped my take control of my own super and ultimately, retirement destiny. I was so impressed I have even added Netwealth shares to my long-term ASX portfolio. Keep up the great work team!"
13 October 2018John
66-75 years old"Easily managed portfolio. They are doing a great job of maintaining our super to expectancy. I have recommended them to others, and I highly recommend if anybody is looking for a quality portfolio listing"
14 October 2018Lyndon
46-55 years old"Netwealth is easy to use. And is a cheaper option than most."
15 October 2018Allen
56-65 years old"Very quick and easy to complete survey. "
15 October 2018Jack
36-45 years old"I like Net Wealth - you can ask any (and I mean any) question and they will assist you. Great online tools to keep you moving."
17 October 2018John
56-65 years old"I switched to netwealth from a bank platform. It is far superior to the bank platform, very simple & intuitive and excellent value for money. Customer service is Australia-based and very helpful. I can thoroughly recommend netwealth without hesitation."
12 December 2018John
56-65 years old"I have found Netwealth very user friendly and easy to use, even from a person like myself is not fully computer savvy. Should I get stumped or a problem, quick contact with Netwealth and they happily guide you through. "
12 December 2018Bob
66-75 years old"I am a relatively new user. Netwealth's service has more than met my my expectations. I would definitely recommend it to friends."
12 December 2018Chris
25-35 years old"Netwealth has excellent technology and investment options which are industry leading. The customer support function is excellent and extremely responsive to a broad range of requests. I have and will continue to recommend Netwealth as a good investment option for those who like to have more control over their superannuation."
12 December 2018Bruce
56-65 years old"Netwealth offers an intuitive interface and excellent product choice, it's easy to use and they have been quick to respond to any questions. They live up to their promise and I would certainly recommend them to others."
13 December 2018John
56-65 years old""Netwealth was relatively easy to use and once I became familiar with it the platform more than met my expectations. The back office staff are very knowledgable about the platform itself and services. I found it easy to get in contact with support and the follow up was good also. I would definitely recommend it to family and friends.""
15 December 2018ahmed
25-35 years old"Great staff and great platform this is a solution that is going places. Would highly recommend to anyone who wishes to take more control of their super."
16 January 2019Denise
66-75 years old"Netwealth web site is easy to use, & customer support personnel always happy to assist. I would definitely recommend it to my friends."
31 October 2019Steve
56-65 years old"Pros: A wider range of investment options than my previous SMSF MLC Wrap. Far better customer service response,. Considerably cheaper cost capped option. Cons: performance charting is quite poor. Hard to see performance over time so you have to switch to other services to do this and so it is painful to try to review your portfolio to identify poor or high performing investments. "
31 October 2019Jamie
36-45 years old""netwealth was relatively easy to use. The customer support options were quite good. netwealth's service generally met my expectations. I would definitely recommend it to friends.""
01 November 2019LANCE
75+ years old"I have complete confidence in Netwealth to meet my requirements based on many years of dealing with knowledgeable staff."
01 November 2019noel
66-75 years old"I find netwealth have a large range of products and to be very professional."
07 November 2019Robert
46-55 years old"netwealth's service generally met my expectations. I would definitely recommend it to friends."
13 November 2019Trevor
56-65 years old"They are looking to improve! Can it get any better? :) "
14 November 2019Screenshots
Article coverage:
Key information
- Category
- Saving
- Investing
- Superannuation
- Life Insurance
- Pension
- Life stage
- Starting Out
- Mid-Career
- Established
- Retiring
- Winding Down
- Financial plan produced?
- No
- Fee structure
- Transaction Fees
- Fees Based On Value of Assets
- Is there a free trial?
- No
- Customer support
- Phone
- Date founded
- 1999
- Company website
- Visit site
Start using netwealth
How it works
Access superannuation, SMSF and investment solutions, online portfolio management tools and reports combined with great fee-saving initiatives. • Extensive Investment choice and flexibility. Access ASX listed and International shares, managed funds, managed accounts and term deposits. • Reduce paperwork with online portfolio management tools. Buy and sell investments, automate transactions, and review your portfolio including income, capital movement and taxes. • Make tax time easy with consolidated annual tax statements for all investment holdings. • Competitive pricing. Like our family fee rebate when grouping multiple policies and family related accounts.
- Category
- Saving
- Investing
- Superannuation
- Life Insurance
- Pension
- Type of help
- DIY Tool
- Where can I get this?
-
Financial Advisers
Online
App Store - Are there any other availability restrictions?
- Services Offered
-
- Will I learn what type of risk taker I am?
- No
- Will it produce a financial plan?
- No
- What types of investments are available?
- Shares
Exchange Traded Products
Unlisted Managed Funds - How many investment portfolio options are available?
- 300+ managed funds
12 international exchanges - Where can I invest?
- Australia
- International
- Who manages my investments?
- Not Applicable
- In whose name are investments held?
- Professional Custodian
- Is there professional research available on the investment options?
- Yes (Morningstar, Tipranks)
- Will it allow me to trade automatically?
- Yes
- Will it automatically rebalance my portfolio?
- Yes
- Will it provide reports on my investment performance?
- Yes
- Cash management account
- Not Applicable
- Automated alerts and updates
- Yes
- Can I access other professional help through this service?
- Stockbroking
- Insurance
- Lending
- On which platform can I use this?
- Computer
- Tablet
- Smartphone
- Account opening & closing
-
- How do I create an account?
- Involves Paperwork
- Account opening speed
- Within 3 Days
- Will it capture my personal financial information automatically?
- Only Some Accounts
- Will I be asked questions about my situation?
- No
- How fast can I get my invested money back?
- Varies
Who it's for
- Accessable by
- Myself
- Life stage
- Starting Out
- Mid-Career
- Established
- Retiring
- Winding Down
- Type of customer
- Consumer
- Wholesale Investor (>$250k p.a income or $2.5m assets)
- SMSF
- Business
- Advice stage
- Implement Financial Plan
Review My Progress
Multiple Stages - What is the minimum amount I have to invest?
- $10,000
- What is the minimum amount I have to be earning?
- No minimum
- Customer service & support
-
- Is there general financial education information provided?
- Yes
- Customer support
- Phone
- Who do I complain to as a last resort?
- Australian Financial Complaints Authority (AFCA)
What it costs
- Fee structure
- Transaction Fees
- Fees Based On Value of Assets
- Minimum contract period
- Not Applicable
- Free Trial
- No
- Payment method
- EFT
Is it legitimate & secure
- Trading name
- Netwealth Investments Limited
- Who owns the company
- Listed Company
- Who runs the business
- Michael Heine
- Date founded
- 1999
- Number of staff
- 250+
- Security & Regulatory Compliance
-
- Will it verify my identity?
- Involves Paperwork
- Will it send me a confirmation security number to sign-up?
- No
- Are my records destroyed when I leave?
- Not Applicable
- Is there detailed documentation about the product?
- Yes
- What company holds the financial license?
- Netwealth Investments Limited
- Financial Services Guide?
- Yes
Contact Information
- Website
- Visit website
- Send email
- Phone Number
- 1800 888 223
- Address
- 52 Collins Street, Melbourne, 3000
- Social Media
Start using netwealth
Barry
75+ years old"I transfered my existing portfolio to netwealth because I'd had previous experience with the principal members of the company in whom I placed trust. All of my family now use the facilities of this group. It took a little while to come to grips with its systems but now I've no problems whatsoever and would highly recommend this group to my friends which I've done."
12 Oct 2018Customer opinions
Stephen
56-65 years old"Netwealth has certainly been a big step up from ING Living Super, the flexibility in use is very good and customer support has been above and beyond bigger companies. "
12 Oct 2018Customer opinions
Michael
36-45 years old"Netwealth is great, services is second to none, price is very right and options are great. Would recommend it to anyone "
12 Oct 2018Customer opinions
Steven
56-65 years old"Netwealth is very easy to use. It's reports and functionality are very customer focused and I would be more than happy to recommend it to others."
12 Oct 2018Customer opinions
Gregory
46-55 years old"I love my Netwealth Super Wrap! It has the features on a Self-Managed Super Fund, without the exorbitant fees and charges. I have been buying and occasionally selling Australian, US and Chinese shares all from my online portal. I also hold actively managed funds and some bonds. Trades are easy to set up, execute and track. I cannot say enough positive words about Netwealth. They have helped my take control of my own super and ultimately, retirement destiny. I was so impressed I have even added Netwealth shares to my long-term ASX portfolio. Keep up the great work team!"
13 Oct 2018Customer opinions
John
66-75 years old"Easily managed portfolio. They are doing a great job of maintaining our super to expectancy. I have recommended them to others, and I highly recommend if anybody is looking for a quality portfolio listing"
14 Oct 2018Customer opinions
Lyndon
46-55 years old"Netwealth is easy to use. And is a cheaper option than most."
15 Oct 2018Customer opinions
Allen
56-65 years old"Very quick and easy to complete survey. "
15 Oct 2018Customer opinions
Jack
36-45 years old"I like Net Wealth - you can ask any (and I mean any) question and they will assist you. Great online tools to keep you moving."
17 Oct 2018Customer opinions
John
56-65 years old"I switched to netwealth from a bank platform. It is far superior to the bank platform, very simple & intuitive and excellent value for money. Customer service is Australia-based and very helpful. I can thoroughly recommend netwealth without hesitation."
12 Dec 2018Customer opinions
John
56-65 years old"I have found Netwealth very user friendly and easy to use, even from a person like myself is not fully computer savvy. Should I get stumped or a problem, quick contact with Netwealth and they happily guide you through. "
12 Dec 2018Customer opinions
Bob
66-75 years old"I am a relatively new user. Netwealth's service has more than met my my expectations. I would definitely recommend it to friends."
12 Dec 2018Customer opinions
Chris
25-35 years old"Netwealth has excellent technology and investment options which are industry leading. The customer support function is excellent and extremely responsive to a broad range of requests. I have and will continue to recommend Netwealth as a good investment option for those who like to have more control over their superannuation."
12 Dec 2018Customer opinions
Bruce
56-65 years old"Netwealth offers an intuitive interface and excellent product choice, it's easy to use and they have been quick to respond to any questions. They live up to their promise and I would certainly recommend them to others."
13 Dec 2018Customer opinions
John
56-65 years old""Netwealth was relatively easy to use and once I became familiar with it the platform more than met my expectations. The back office staff are very knowledgable about the platform itself and services. I found it easy to get in contact with support and the follow up was good also. I would definitely recommend it to family and friends.""
15 Dec 2018Customer opinions
ahmed
25-35 years old"Great staff and great platform this is a solution that is going places. Would highly recommend to anyone who wishes to take more control of their super."
16 Jan 2019Customer opinions
Denise
66-75 years old"Netwealth web site is easy to use, & customer support personnel always happy to assist. I would definitely recommend it to my friends."
31 Oct 2019Customer opinions
Steve
56-65 years old"Pros: A wider range of investment options than my previous SMSF MLC Wrap. Far better customer service response,. Considerably cheaper cost capped option. Cons: performance charting is quite poor. Hard to see performance over time so you have to switch to other services to do this and so it is painful to try to review your portfolio to identify poor or high performing investments. "
31 Oct 2019Customer opinions
Jamie
36-45 years old""netwealth was relatively easy to use. The customer support options were quite good. netwealth's service generally met my expectations. I would definitely recommend it to friends.""
01 Nov 2019Customer opinions
LANCE
75+ years old"I have complete confidence in Netwealth to meet my requirements based on many years of dealing with knowledgeable staff."
01 Nov 2019Customer opinions
noel
66-75 years old"I find netwealth have a large range of products and to be very professional."
07 Nov 2019Customer opinions
Robert
46-55 years old"netwealth's service generally met my expectations. I would definitely recommend it to friends."
13 Nov 2019Customer opinions
Trevor
56-65 years old"They are looking to improve! Can it get any better? :) "
14 Nov 2019Customer opinions
Start using netwealth