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

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MLC Wrap Investments Series 2

Make sophisticated investing easier and build your client’s wealth with access to an extensive investment menu.

Tailor your client’s portfolio from an extensive investment menu including Separately Managed Account portfolios
Allows for margin lending and wealth protection
Access tax management tools and comprehensive investment reporting

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MLC Navigator Investment Plan Series 2

Build a strong and diversified portfolio for your client that builds their wealth and supports their personal investment objectives.

Tailor your client’s portfolio from an extensive investment menu
Allows for margin lending and wealth protection
Access tax management tools and comprehensive investment reporting

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nabtrade

Your client can open a nabtrade online trading and cash account, and start trading today.

Trade online from $14.95 for trades under $5,000 (+ Foreign Exchange for international trades)
Simple, elegant and intuitive share trading platform
More research recommendations than any other online broker

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NAB Equity Builder

NAB Equity Builder is not a margin loan, but rather a principal & interest investment loan that allows clients to borrow to invest in managed funds, ETFs and LICs without worrying about margin calls.

Broad range of investment choice with over 950+ managed funds to choose from
$10,000 minimum loan amount
No margin calls

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NAB Equity Lending

A margin loan from NAB Equity Lending is a flexible investment loan that can be used for investment purposes such as investing in shares and managed funds.