My Net Wealth

Make smarter investment decisions with My Net Wealth®- it's FREE!

We would like to offer you FREE access to our online investment service to help you make better, more informed investment decisions.

The service is called My Net Wealth® and allows you to view your consolidated portfolio information and total net wealth position online via this website 24 hours a day! You won't need to manually enter any financial information – we can organise that for you. Best of all, our website is available to you FREE of charge, 24 hours a day, 7 days a week.

My Net Wealth® will give you access to: 

  • Your consolidated portfolio information, including retail managed funds, wholesale managed funds and direct share investments;
  • Review commentaries and product research on your investments†;
  • Pie charts displaying your current asset and fund manager allocations†; and
  • Free investment email newsletters

†These options are available to review clients only

FREE financial tips and information delivered to you!

Being well informed is the key to maximising your wealth, and Ridgway Financial Services has the tools to help you. Our series of email Newsletters are designed to keep you abreast of all topical financial issues, whether it be new financial laws, investment tips, strategies to build your superannuation fund, or how to grow wealth for your children.

Anyone can subscribe to our email Newsletter service!

Count Report – Sent Quarterly
This quarterly investment newsletter keeps you up-to-date with general investment issues affecting your business, your family, your retirement and your investments.

Investment Market Review – Sent Monthly
Access the latest information on the monthly performance of the major investment markets including share markets, property and fixed interest on Australian and International markets. Learn about our views on the general outlook for each market sector.

Quarterly Market Outlook – Sent Quarterly
Keep up-to-date on the performance of investment markets over the past financial quarter and the effect on your investment portfolio.

If you are interested in subscribing to our email newsletters, call us on 07 4688 9111.

In order for your investment information to be directed to My Net Wealth®, the registration process will nominate Ridgway Financial Services as your financial adviser. This nomination will result in Ridgway Financial Services receiving all ongoing commissions currently paid to your existing adviser. As a Member of Count Wealth Accountants®, Ridgway Financial Services is well equipped to help you with all your financial planning and tax needs under the one roof, saving you time and money. We are members of Count Financial Limited.

Ridell Pty Ltd (ACN: 062 778 670) ATF DHR Trust & T&V Pty Ltd (ACN: 603 440 768) ATF OP Trust (ABN: 88 355 151 729) T/A Ridgway Financial Services is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.

Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

General advice warning:  The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product. 

 


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