Investor Portal

Manage your investment online anytime.
Our online Investor Portal offers the convenience of 24/7 accessibility. Get an immediate overview of your investment status and interact with your investment from anywhere anytime.

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Overview at your fingertips


For the active investor that likes getting involved


NOT YET AN INVESTOR?


Inform yourself about our Cash, Income and Growth Funds here.

It is essential that you obtain and read the relevant Product Disclosure Statement (PDS) and other disclosure documents before making an investment decision. If you’ve done so, you may want to proceed to our online application:

First time using the investor portal?


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Please call us on
1300 138 044
Our Multi-Factor-Authentication and secure encryption makes the investor portal more private than a statement letter sent to your home.
Independent from opening hours, your information is readily accessible. You can easily view recent transactions and request trades online.

WHY INVEST IN A MANAGED FUND


Managed Investment Funds are an option for both experienced investors and also those who are dipping their toe in the water and just starting out. Income funds aim at providing investment returns at competitive variable rates while generating income paid monthly in the form of a distribution to the investors. Growth funds seek potentially higher average investment returns over the long term.

However, it is vital that you understand the risks associated with Managed Investment Funds, as they are not like a bank deposit or term deposit and have a completely different risk profile. It is essential that you read the relevant Product Disclosure Statement PDS as well as other documentation before deciding to invest.

WE'RE HERE TO HELP


1300 138 044
9-5 Monday to Friday
info@tptwealth.com.au
We reply within 1 business day
Hobart
137 Harrington Street
Launceston
1/65 St John Street

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    For enquiries relating to your account information, change of address and contact details please contact us on 1300 138 044.

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