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Investment products

Build strong client products. Investment products that suit their needs.

Everyone’s financial plan is different. That’s why we’ve created a range of investment products to help you manage and build your clients’ wealth outside of super.

Our investment platforms give you the flexibility to respond to the investment needs of your clients as their goals change over time, while supporting your business at the same time.

MLC MasterKey Investment Service Fundamentals

An easy-to-manage investment solution with sophisticated options to grow and protect your client’s wealth.

  • Access to sophisticated investment solutions from some of the best investment managers in Australia and overseas
  • Adjust your client’s portfolio to match their changing investment needs
  • Online account access, reporting and transactions


Expand Essential

Low-cost wrap with high-quality investments for clients with simpler needs.

  • 22 diversified and single sector multi-manager funds and 10 SMA model portfolios managed by the highly rated MLC Asset Management team.
  • Low administration fee and account keeping fee.
  • An award-winning platform designed to make every day easier for advisers - built on tech that keeps on getting better.
     


Expand Extra

Full-service wrap with wide investment choice for clients with more complex needs.

  • More ways to build customised portfolios with over 500 managed funds, a range of SMA model portfolios, S&P All Ords Index, term deposits and annuities.
  • Competitive fees and access to family fee aggregation.
  • An award-winning platform designed to make every day easier for advisers - built on tech that keeps on getting better.