$20 p/m plus GST for portfolios of $25,000 or more
For a full explanation of your costs, please see your Statement of Advice (SOA).
Does not include brokerage which is a transaction cost rather than a recurring fee.
Does not include ETF management fees which are an indirect cost and come out of the ETF unit price.
- A Personally Tailored Investment Plan
- The choice of 5 Professionally Managed Investment Portfolios ranging from Conservative through to Aggressive
- Ongoing Monitoring and Rebalancing when required
- Beneficial ownership so all investments are held in your name
- 24/7 online access to your portfolio
- Full reporting and annual tax statements