Craig Lawrenson

HUB24 has added five new portfolio managers to its Discover offer, delivering broader choice to empower advisers with solutions to support their clients throughout their wealth accumulation and retirement journey.

Discover, launched in November 2023, complements HUB24’s Core and Choice offers providing a cost-effective platform and investment solution designed for those with less complex needs.

Advisers and their clients can now access a range of passive, active, and ESG managed portfolios from 13 portfolio managers, with new options from Dimensional, State Street, Russell, Infinity, and MLC, joining existing managers AZ Sestante, Betashares, Blackrock/iShares, Elston, Lonsec, Morningstar, Vanguard, and Zenith.

“Demographic trends, such as intergenerational wealth transfer and ageing populations, are providing opportunities for advisers to evolve their advice proposition to meet the needs of a diverse range of clients, said HUB24’s Chief Operating Officer Craig Lawrenson.

“Designed in conjunction with portfolio managers, Discover was developed in response to the growing demand from advisers seeking a cost-effective solution that offers choice and flexibility. Based on adviser feedback, we’ve now identified more opportunities to expand our range of managed portfolios to 66, nearly doubling the available options.”

Discover has been well-received by advisers providing access to all the benefits of HUB24’s market-leading platform capability and a streamlined selection of managed portfolios.

Orbit Wealth Principal Adviser Jacinta Martin said: “Discover is fantastic and a game-changer. It’s great for younger clients with simple needs who want the enhanced features of a wrap platform with unmatched choice and flexibility. It’s perfect for young accumulators who might have a smaller super and investment account.

“It’s also great for those clients who are either transitioning to retirement or in a semi-retirement phase and contributing to their superannuation account while holding an account-based pension.”

Gretel Chiswell from Gretel Financial said: “Discover is user-friendly and cost-efficient, providing excellent investment diversification and seamless client accessibility. The HUB24 platform offers portfolio performance tracking against multiple benchmarks, making it a highly efficient, transparent, and reliable solution for both advisers and investors.”

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Now in its 14th year, the Award recognises emerging talent in the financial advice industry who provide quality advice, excellence in client experience, contribute to the financial literacy of their clients and demonstrate a commitment to ongoing professional development.

The 2018 AFA Rising Star of the Year Award finalists are:Rachael Bursell – Finance Your Future

• Andrew Debono – Announcer Group
• Sam Jewell – Rising Tide Financial Services
• Jacinta Martin – Altitude Financial Management
• Rebecca Pritchard – Wealth Enhancers
• Ryan Skeen – Zella

Phil Kewin, AFA CEO  said, “We are delighted to be able to recognise some of the best and brightest talent in our profession. These individuals will be the future leaders of our industry and will help our industry evolve through a period of change.

“It was a hard task to pick only six finalists from such a strong group of applications. They have all shown exceptional work with clients and are all innovating in their practices to provide quality advice.”

ANZ Wealth Head of Sales, Don Sillar, said, “We are very excited about the calibre of this year’s professionals. We are constantly impressed year after year by the industry’s best new advisers and 2018 brings no exception.

“This year’s program has a great pool of talent and we are honoured to be in the company of these professionals. They have already made great contributions to the industry through client service, outstanding advice and community engagement. It is important we support these advisers for the future of the advice industry and we look forward to helping them develop both personally and professionally.”

This year’s judging panel included:

• Phil Kewin – AFA CEO
• Don Sillar – Head of Sales, ANZ Wealth
• Jenny Brown – Founder and CEO of JBS Financial Strategists
• Vanessa Bennett – CEO Next Evolution Performance
• Patricia Garcia – Director and Financial Adviser WB Financial
• Matt Hale – Director and Senior Financial Planner Rising Tide

Finalists will attend a full day ‘Personal Breakaway’ workshop run by Slipstream Coaching on 12 September in Sydney, covering business, financial and personal objectives and ID profiling to help identify drivers and values.

The winner will receive quarterly, personalised coaching from experienced Business Coach and qualified financial adviser, Phil Little for 12 months.

The Award winner will be announced at the AFA National Adviser Conference at Royal Pines Resort on the Gold Coast on 10 October 2018.

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