Expand platform for financial advisers

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.

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.

Best-in-class support and 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.

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.

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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.