Online investment
account
0.50%
Of portfolio value p.a.*
- Only $1 per month for investments under $2,000.
- Select an investment portfolio to suit your style.
- See how much your investment could be worth.
- Easy to track & manage your investment online.
- Automatic portfolio re-balancing.
- Cost and tax efficient investing.
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Personalised investment
advice
0.75%
Of portfolio value p.a.*
- All the benefits of our online investment platform, plus advice from a financial adviser.
- 1-1 time with a qualified financial advisor.
- Receive personalised financial advice for your situation.
- Available for investment amounts over $10,000.
- Easy to track & manage your investment online.
- Automatic portfolio re-balancing.
- Cost and tax efficient investing.
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*Minimum charges apply. A portion of this fee is subject to GST. Brokerage may be charged on some transactions. Personalised advice may incur additional fees depending on the services you require. You can find a full breakdown of fees here.