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.

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 and achieve results that outperform the market average. They come to Wealth Within for our expertise and personalised service.

Our IMAs are now accessible to retail investors, offering you the benefits of customised portfolios and professional management. 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.

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

Unlike many providers, we customise your portfolio to identify the best-performing opportunities at the time you invest.

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

Our philosophy combines ‘timing the market’ with ‘time in the market,’ ensuring your investments achieve optimal returns. Our disciplined investment processes and strong client focus help you consistently outperform the market over the medium to long term

A Target Market Determination (TMD) 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.

Download the Direct Equity Managed Account Service TMD.