Lifewealth presently has a panel of full service stockbrokers who provide a number of broking solutions to our clients.
Our current Strategic Broking partners include Bell Potter Securities, Macquarie Equities, Morgan Stanley Smith Barney, Evans and Partners and E-Trade Securities.
From discounted transactional broking to managing a Separately Managed Account on your behalf or using futures and option strategies to hedge risk our broking services will allow you to trade your portfolio in exactly the way you choose.
We will use our experience to match your needs to the most appropriate service provider.
If you don’t have a trading account and need to sell your shares, Lifewealth can also help. Our One-Off Sale Service allows you to sell your Issuer Sponsored shares, quickly and in a secure environment, without needing to be sponsored by a broker.