Calculate how much you’ll pay

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Minimum Investment $5,000
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Amount to invest
Model Portfolio fee
$ - per month

All fees and charges are inclusive of GST.

Model Portfolio Fee
$ - per month

The Model Portfolio Fee covers our professional investment management expertise, intellectual property, research, analysis, modelling, asset allocation, buying and selling decisions and all costs for administering your portfolio. This fee is deducted directly from your investment account.

Other charges:

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

The estimated indirect cost for the funds in this model portfolio on a $5,000 investment is $ - per month.


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.

The estimated initial transaction cost for the funds in this model portfolio on a $5,000 investment is $ -. This is a once-off cost.


All fees and charges are inclusive of GST.