More than just an investment.
Designed for a future of flexible investment services, where you can build wealth and secure your financial freedom from the click of a button.
Loyalty Wealth, provides access to an exclusively selected range of Superannuation, Investment and Managed Portfolio options from some of the world's leading fund managers, all managed professionally on your behalf.
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Loyalty Wealth Products
Discover more and start your future in investing.
Loyalty Wealth - Superannuation
Loyalty Wealth - Superannuation is offered as a sub-fund of the Fiducian Superannuation Fund, which is a public offer superannuation fund allowing you to accumulate your superannuation savings and obtain a pension in retirement.
Investing in superannuation can help you generate a flexible, tax effective income stream during retirement.
Loyalty Wealth Superannuation TMD
TAL Consent for Accessing Health Information
Must be completed by all clients with the Personal Statement to authorise TAL to collect and use member's health information.
TAL Insurance Personal Statement
TAL Group Insurance Personal Statement and Member's Declaration. All clients must also complete the TAL Consent for Accessing Health Information form.
If your client holds insurance cover in another super fund or directly with another life insurer, they can apply to transfer their existing insurance to increase their cover in the fund.
Loyalty Wealth - Investments
Loyalty Wealth - Investments is a streamlined investment service designed to help you build wealth. The Service offers a wide range of investment options to help you meet your financial objectives. It also offers administrative ease, competitive pricing and consolidated reporting.
Loyalty Wealth - Investment TMD
Loyalty Managed Portfolios
Loyalty Managed Portfolios offers investments through different styles of portfolio. Each style will be dependent on the investment manager that you select. Investment styles may focus on a particular type of security, like Australian or International shares. You should consider and review the Additional Information below that provides greater detail of each investment style.
Annual reports and financial statements
Email: info@loyaltywealth.com.au
Phone: 1300 160 136
Information on this website is intended to be general information only and does not constitute investment or financial product advice. It does not take into account any person’s objectives, financial situation or needs. You should conduct your own investigation or consult a financial adviser, and consider the relevant Target Market Determination (TMD) and Product Disclosure Statement (PDS) before making a decision about whether to acquire or continue to hold any financial product.
Loyalty Wealth - Superannuation is a sub-fund of the Fiducian Superannuation Fund (Fund), and is issued by Fiducian Portfolio Services Limited ABN 13 073 845 931, AFSL 231101 as the Trustee of the Fund, ABN 57 929 339 093, SPIN FPS0101AU. Fiducian Investment Management Services Limited ABN 28 602 441 814 AFSL 468211 operates Loyalty Wealth - Investments and is the Responsible Entity for the Loyalty Managed Portfolios.
Level 4, 1 York Street, Sydney, NSW 2000 Australia, GPO Box 4175, Sydney NSW 2001 Australia Telephone: +61 (02) 8298 4600.