Netwealth Group Ltd
Netwealth Group Limited, a financial services company, engages in the wealth management business in Australia. The company operates a platform that offers superannuation, including accumulation and retirement income products; investor directed portfolio services for self-managed superannuation and non-superannuation investments; managed accounts and funds, self-managed superannuation funds administration; and non-custodial administration and reporting services. It also provides investment wrap products; investment options, such as listed and international securities, managed account models, managed funds, annuities, term deposits, premium services, and investor rewards; insurance products; forms and disclosure documents; and resources and tools, as well as advisory, licensee, and private wealth solutions. In addition, the company offers superannuation master fund; and portfolio management tools, performance tools, investment research tools, and mobile access tools. It provides its financial services to investors and non-institutional intermediaries, including financial advisers, private clients, and high net worth firms. The company was founded in 1999 and is headquartered in Melbourne, Australia.
If you'd bought from year…
Same habit, different start year. Each row shows what a constant habit's worth of NWL-AX would be worth today, had you started buying at that point in the asset's history.
| Started | $6/day$6/day coffee | $42/wk$42/week coffee |
|---|---|---|
| Year 1 (2017) — listing | $23,694 1.8× | $34,561 1.8× |
| Year 6 (2022) | $8,143 1.2× | $11,797 1.2× |
Repeated investment, no fees, dividends reinvested. $6/day coffee = $180 / month equivalent.
Popular scenarios with NWL
For illustration only — not investment advice. Past performance is not indicative of future results.