HUB24 Discover
More power to support client needs across their wealth journey – with a solution that spans generation.
$3.5 trillion is set to transfer across generations over the next two decades. Are you ready?1
As the intergenerational wealth transfer and aging population contribute to a demographic shift in the financial landscape, advisers continue to evolve their client acquisition and service offerings to cater for younger clients with simple investment needs, who will soon grow to a substantial portion of their client base. For these clients, it often comes down to simplicity and cost, and with HUB24 Discover, we’re giving more power to you.
More power to build for tomorrow’s strategy, today.
We’ve listened to you and broadened the range of our investment menus to give you the flexibility to meet the needs of more of your clients throughout their wealth accumulation and retirement journey, all in one place.
To support the needs of early-stage wealth accumulators, later stage retirees, and anyone with simple investment needs, we’re introducing an innovative offering which provides a cost-effective investment option for your clients. HUB24 Discover provides a streamlined selection of managed portfolios by leading portfolio managers, with a simple, cost-effective fee structure, all on our award-winning HUB24 platform.
As your clients’ needs evolve, they can transition to our Core and Choice menus and access the benefits of a wider range of investment options while retaining the same account and underlying investments without incurring significant costs or CGT.2
HUB24 Discover Portfolio Managers
Select range of managed portfolios
We’ve collaborated with leading managers to deliver a selection of passive, active and ESG portfolios designed to support the needs of clients with simple investment needs.
Simplified fee structure
The HUB24 Discover menu offers value with no administration fee, no minimum fee, and no account keeping fee.3
Portability to support wealth journey
As client needs evolve, they can easily transition to our Core and Choice menus and access the benefits of a wider range of investment options while retaining the same account and underlying investments, where applicable.
Learn more about HUB24 Discover
Discover menu
Our Discover menu provides cost-effective access to a streamlined selection of managed portfolios by leading portfolio managers. This menu may suit early-stage wealth accumulators, later stage retirees, and anyone with less complex investment needs.
A selection of managed portfolios from 8 managers with the benefit of no administration or account keeping fees, backed by our innovative managed portfolio functionality.
HUB24’s cash account is a transaction account that supports the broad range of services provided to your clients, including investment trading, portfolio rebalancing, the payment of fees, insurance premiums and pension payments. Interest is calculated daily and paid monthly on any positive balance in your clients’ cash accounts.
Core menu
Our Core menu provides your clients access to a select range of investment options, with the benefit of lower minimum administration fees and no account keeping fee. This may be a great option for clients who have a lower account balance;or straight forward investment needs.
In our Core Menu, we offer a selected range of multi-sector portfolios, backed by award-winning managed portfolio functionality.4
90-day, 180-day and 365-day term deposits from a range of providers.
HUB24’s cash account is a transaction account that supports the broad range of services provided to clients of the platform, for example investment trading, portfolio rebalancing, the payment of fees, insurance premiums and pension payments. Interest is calculated daily and paid monthly on any positive balance in your clients’ cash accounts.
Choice menu
Our Choice menu offers your clients a full suite of investment options, allowing greater choice and flexibility. This menu may suit clients with a larger account balance who would like to benefit from our full range of investment options.
Choose from a list of over 1,000 managed funds from more than 50 Australian and Internation fund managers.2
Access a wide range of multi-sector and single-sector portfolios, backed by award-winning managed portfolio functionality.4
Your clients can invest directly in Australian listed securities including listed shares, exchange-traded funds, other exchange-traded products, listed investment companies, interest rate securities and hybrids (such as preference shares and convertible notes).
Your clients can invest directly in a wide range of international listed securities from more than 15 international exchanges across the US, Asia and Europe, including an extensive range of US-listed ETFs.
90-day, 180-day and 365-day term deposits from a range of providers.
HUB24’s cash account is a transaction account that supports the broad range of services provided to clients of the platform, for example investment trading, portfolio rebalancing, the payment of fees, insurance premiums and pension payments. Interest is calculated daily and paid monthly on any positive balance in your clients’ cash accounts.
More power to you
We believe in the value of advice and enabling accessible financial advice to more Australians. We’re playing our part by investing in delivering innovative products and solutions that drive productivity in your business and enhance the value of your advice, all in one place.
Through our market-leading innovation, we’re delivering all the power you need to reduce complexity and, unlock a secure future for your clients to empower better financial futures, together. More power to you.
Insights
ELEVENTEN is based in Carlton, Melbourne and caters to high-net wealth families including specialist medical practitioners working in the area.
ELEVENTEN is based in Carlton, Melbourne and caters to high-net wealth families including specialist medical practitioners working in the area.
Established in 2022 on Queen Street in the heart of Melbourne, Sonder Advisory Group has a diverse client base that
Established in 2022 on Queen Street in the heart of Melbourne, Sonder Advisory Group has a diverse client base that
Managed portfolios are becoming essential for delivering multi-generational advice, providing a broad range of benefits across age groups and client
Managed portfolios are becoming essential for delivering multi-generational advice, providing a broad range of benefits across age groups and client
Let’s talk about how our market-leading platform can help you.^
Submit your details and one of our team will be in touch.
^ HUB24 was rated Best Platform Overall, Best Managed Account Functionality, Best in Online Business Management, Best in Reporting and Best Mobile Platform in the 2023 Investment Trends Platform Competitive Analysis and Benchmarking Report.
1. ‘How to get the great wealth transfer right’, Australian Financial Review, December 2019.
2. Where portfolios are different, part of the portfolio may trigger some capital gains tax (CGT) and other costs to realign the portfolio to the chosen option.
3. Investment management fees in respect of managed portfolios continue to apply. Please refer to PDS which, once available, can be accessed via the product website or via AdviserHUB.