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HAVE YOU SEEN WHAT EXPAND CAN DO NOW?

Award-winning wrap

It’s designed to unlock your potential – giving you more time, more control and more ways to grow your business, while keeping costs low and delivering tailored end-to-end service.

Award & ratings

Less admin, more advice

Our intuitive platform offers simple account creation, powerful transaction capabilities, like contra trading, and quick withdrawals – all designed to simplify advice delivery and maximise efficiency.

Expand platform

Best-in class service

Our service is second to none, supported by our dedicated national Advisory Solutions team available for face-to-face meetings, virtual sessions or phone calls. Plus, our service team provides first person resolution through phone, live chat or email.

Adviser services

EXPANDING WHAT’S POSSIBLE

Two offers, one platform.

Expand Essential and Expand Extra are designed to support the full advice lifecycle - making it easy to match product flexibility with client complexity.

A lean, low-cost wrap for clients with simpler needs.

Access diversified managed funds, SMA model portfolios, plus the Essential+ investment menu which includes exchange traded funds and term deposits. All with capped admin fees.

A full-service wrap for clients with more complex needs.

Choose from 500+ managed funds, SMAs, listed securities, term deposits and annuities - with advanced features like contra trading and tax optimisation.

HIGHLY RATED PRODUCTS AND RECOMMENDED PLATFORM

The Expand platform is rated: 5 Apples – a Highly Recommended by Chant West.

Expand has received the Adviser-Ready Fund certification from Chant West and the FAAA.

MLC Retirement Boost™ available on Expand is rated 4 Apples – Recommended by Chant West.

Expand Essential Super and Expand Extra Super are rated: 5-stars by The Heron Partnership.

Expand is rated: #1 for Relationship Management #1 for Technical Services NMG Australian Wealth Adviser Study 2025.

Expand Essential is ranked: #1 for Overall Platform Service Satisfaction #1 for Administrative Support #1 for Ease of Doing Business #1 for Value in the 2026 Wealth Insights Report.

Important information: The Zenith CW Pty Ltd ABN 20 639 121 403 AFSL 226872/AFS Rep No. Lifetime Product rating for MLC Retirement Boost (assigned May 2026) is limited to General Advice only and has been prepared without considering your objectives or financial situation, including target markets where applicable. The rating is not a recommendation to purchase, sell or hold any product and is subject to change at any time without notice. You should seek independent advice and consider the PDS or offer document before making any investment decisions. Ratings have been assigned based on third party data. Liability is not accepted, whether direct or indirect, from use of the rating. Past performance is not an indication of future performance. Refer to www.chantwest.com.au for full ratings information and our FSG.

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Unlock your clients' income potential with MLC Retirement Boost.

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WHAT’S NEW

EXPERIENCE EXPAND TODAY

Where big tech meets personal support, our team is committed to partnering with advisers to understand your needs and provide valuable support.

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Expand what’s possible for your business.