Fees

Fee Examples

Portfolio  Size Total Annual Fees
$10,000 $80.00
$20,000 $160.00
$50,000 $400.00
$100,000 $800.00

Assumptions

Total annual fee excludes GST
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.
*For a full explanation of your costs please see your Statement of Advice (SOA)

What’s Included

  • 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