Cube Private Wealth Competitors

Founded in 1999, Netwealth was established to provide astute investors and wealth professionals with a better way to invest, protect and manage their current and future wealth. As a business, Netwealth seeks to enable, educate and inspire Australians to see wealth differently and to discover a brighter future. Netwealth offers a range of innovative portfolio administration, superannuation, retirement, investment and managed account solutions to investors and non-institutional intermediaries including financial advisers, private client and high net worth firms. Netwealth's award-winning platform is currently rated Australia’s Number 1 Platform for overall functionality and overall satisfaction* providing wealth professionals with the technology required to efficiently manage and add value to their clients. Netwealth Superannuation Services Pty Ltd (ABN 80 636 951 310), AFS Licence No. 528032, RSE Licence No. L0003483 is the trustee of the Netwealth Superannuation Master Fund. Netwealth Investments Limited is the operator and custodian of the Netwealth Wrap Service and the Russell Investments Portfolio Service, responsible entity and custodian of the Netwealth Managed Account and the Global Specialist Series managed funds, platform provider and administrator of the Netwealth Superannuation Master Fund and provides administration services to Challenger Annuities and XWrap (Netwealth’s non-custodial asset service). **Our awards include: Rated by Investment Trends as number 1 in Overall Satisfaction by users for the ninth consecutive year (2014-2021) and rated number 1 by Investment Trends for Best Platform Overall in 2017-2019. Rated by ChantWest as best Advised Product of the Year for four consecutive years (2018-2021).

Stockbroking | Wealth Management | Corporate Advice Morgans is Australia's largest national full-service retail stockbroking and wealth management network with over 240,000 client accounts, 500 authorised representatives and 950 employees operating from offices in all states and territories. The services offered by the group are extensive and include the following: - Full service stockbroking including exchange traded options and warrants. - Investment portfolio reviews. - Margin lending facilities. - Nominee, custodial and administration management through our Managed Portfolio Service (wealth+). - Equity raisings such as Initial Public Offers, sub- underwriting and sophisticated investor offers. - Financial planning services comprising personal financial planning, retirement and superannuation planning, estate planning, and personal and life insurance. - SMSF administration. - A full range of fixed interest and income focused investment opportunities. --- We welcome feedback and contributions on our page but we do ask you keep our social media guidelines in mind to ensure relevant and respectful conversations. You can read more about our commitment to digital privacy and data protection at https://www.morgans.com.au/terms-of-use/social-media-policy.

At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first. We are proud to be pioneers, offering professional services that are unencumbered by outdated ownership structures and practices. Our focus is on providing our clients with the best possible wealth management experience and tailored financial solutions that are well-informed, independent, and transparent. • • • • • • • • • • • • • • • Our holistic wealth management services fall into four categories: Structuring & Tax – Organising our clients’ portfolios through structures that deliver peace of mind. Investment Strategy – Protecting and growing our clients’ wealth by investing their portfolios wisely and appropriately. Philanthropy & Social Capital – Helping to achieve social good by providing expert and impartial advice to altruistic individuals and families, as well as charitable foundations. Intergenerational Wealth – Guiding wealth through the generations so our clients’ families can build on the successful foundations laid by their predecessors. • • • • • • • • • • • • • • • At Koda Capital, we are: Proudly Independent - The financial advice we provide is genuinely independent and trustworthy, with no conflicts of interest, no favoured product alignments, and no commission-linked sales targets. Highly Specialised - Our sole focus is private wealth management, which optimises our specialist knowledge and positions our clients' needs as our first priority. Experienced - Our advisers and staff include some of the industry's most experienced wealth professionals, with outstanding track records in client service. Client focused - We believe that as advisers we should be rewarded according to the strength of our client relationships and the success of our financial strategies, not by our ability to promote specific products. • • • • • • • • • • • • • • •