Individually Managed Accounts

Fast track your way to a wealthier financial future and enjoy the benefits in retirement

Individually Managed Accounts

Achieving consistent and solid returns means partnering with a company who has proven over time that it is timing the market, not time in the market that makes all the difference

Wealth Within offers a unique individually managed account service tailored to the needs of investors seeking direct ownership of their share market investments.

Known as the Direct Equity Individually Managed Account Service, it provides all of the benefits of being a shareholder without the headaches of running your own investment portfolio.

We offer a solution to your investment goals like no other boutique investment company can and we make your money work harder, so you are free to enjoy life.

Maximise your returns with proven investment techniques and strategies

Unlike many separately managed account providers that operate on the basis of a modelled portfolio, whereby your funds are invested in a pre-existing portfolio of assets, the benefit of individually managed accounts is that they are customised to identify the best performing opportunities at the time you invest with a view to maximising the returns on your investment.

This is based on our philosophy, which combines 'timing the market' with 'time in the market' to seek to maximise the return on your investments. The benefit to you is that you will not be buying into an existing and what may be a less relevant and less timely portfolio.

In selecting investments, we focus on securities within the S&P/ASX 300 (depending on the investment strategy you choose heavily weighted to the top 100), which our research and investment team believes can deliver strong returns over the medium to long term. Using disciplined investment processes, together with a strong client focus, Wealth Within aims to help you consistently outperform the market over the medium to long term.

Our clients want their money to work harder

They want results that outperform the market average and personable service. And they come to Wealth Within because they know we provide the knowledge and investment expertise that makes this happen.

Usually only reserved for sophisticated investors with $500,000 or more to invest, Direct Equity now enables retail investors to tap into the benefits of our individually managed accounts.

You're unique and your portfolio should be too!

That's why our individually managed accounts are tailored to clients who:

  • want strong returns that outperform the market
  • have no time or expertise to manage a portfolio
  • prefer the expertise of professionals
  • want a customized portfolio
  • have cash or an existing portfolio to invest
  • require timely and transparent reporting
  • want a professionally managed investment
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Our Expertise, Our Performance, Your Choice

The benefits investing in our individually managed accounts service include:

  • customised stock selection at the time you invest
  • all assets are beneficially owned
  • over 45 years of combined investment expertise
  • returns that outperform the market average
  • full administration of your portfolio
  • funds invested only in leading ASX companies
  • competitive fee structure
  • comprehensive online reporting 24/7

With an investment starting from as little as $100,000, you will be able to tap into the unique benefits of the individually managed accounts service we offer.


Investment risks

Different investments have different levels of risk. Generally, the higher the expected return on an investment the higher the risk. Risk can be defined as the probability that an investor loses capital or does not receive income over a given period. The value of an investment through our Direct Equity Managed Account Service can never be quarantined from risk.

Wealth Within’s risk management objective is to deliver risk/return outcomes in line with our client’s expectations. However, we cannot provide assurances or guarantees on the future probability of an investor’s returns, distributions and return of capital.

The most common risks associated with an investment through the Direct Equity Managed Account Service are outlined in the Product Disclosure Statement. It is important that you consider these risks and, where necessary, seek professional advice as to the appropriateness of this investment based on your financial objectives, timeframe for investing and attitude to risk.

What is a Target Market Determination?

A Target Market Determination is a document which describes a class of consumers (the target market) for whom a product is likely to be appropriate or consistent with their likely objectives, financial situation and needs, in addition to any conditions about how the product can be distributed.

It also describes the events or circumstances where we may need to review the Target Market Determination for a financial product.

Why does Wealth Within need to have Target Market Determination?

We're required to have a Target Market Determinations under the Design and Distribution Obligations under Pt 7.8A of the Corporations Act 2001.

Target Market Determination

Direct Equity Managed Account Service

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