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Pricing

Compare Us

Pricing


Compare our prices !

  We have done a fee analysis of many of the existing companies providing the same level of service in Australia. 

Our results came out with most have a scaled fee structure based on your Holdings value.

We feel this method is unjust and does not reflect the true cost in providing the service. 

See below for more info:


Portfolio (DIY) Fees

 The fees for a DIY portfolio with the same features ranged from $77 to $99 per month (based on  $250,000 portfolio) with the average being $90 per month.

 For a DIY Portfolio we charge a flat rate of $77 per month!


Portfolio (Admin) Fees

 The fees for a standard administered portfolio with the same features ranged from $95 to $250 per month (based on  $250,000 portfolio) with the average being $150 per month.

 For an Administered Portfolio we charge a flat rate of $95 per month!



Portfolio (Mail House) Fees

The fees for a Mail House service with similar features ranged from $175 to $450 per month (based on $250,000 portfolio) with the average being $250 per month.

We charge a flat rate of $95 per month + $7 per stock per month !

for an average portfolio of 10 stocks that's $95 + $70 = $165 per month. 
For a portfolio of 5 stocks that's $95 + $35 = $130 per month

We feel this is a much fairer fee method rather then scaled fees based on your holdings value.


Setup Fees

Most services will charge a once off setup fee which ranged from $250 to $450. 

We charge a setup fee of $240 and waived if transferring a portfolio to us.

If you have an existing 'Praemium' based portfolio you can arrange to transfer it across to us for free! - check with your existing broker about this.

($240 covers the first 4 hours to setup your portfolio. If building a long history any extra time is charged at $60 / hour).



                                          Save with our service today !


Saving you time


    time saving

 

Testimonials

“Makes my life easier - less paperwork! About time we found a service like this one.”

-Dave Johnson, customer

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