Calculate how much you’ll pay

Enter your investment amount
Minimum Investment $5,000
Choose your model portfolio
Your monthly fee
Monthly Fee
$ -

All fees and charges are inclusive of GST.

Fee
$ - per month
This includes:

Investment Manager Management Fee, which covers our investment management decisions relating to the Model Portfolio as well as the platform administration costs. This fee is deducted directly from your investment account.

The Indirect Cost, which is an estimate of underlying charges of the holdings we may invest in such as ETFs and managed funds. These charges are an indirect cost and are automatically deducted by those funds, rather than coming out of your account.

A Transaction Cost is an underlying charge levied by an ETF or managed fund such as when you first buy into or sell out of a fund. This is a one-off cost.

The estimated initial transaction cost for the funds in this model portfolio on a $100000 investment is $ -.

All fees and charges are inclusive of GST.