0.7% fee (+ fund fees averaging 0.18%)
Perfectly matched portfolio
Access to investment advice
Direct debit contributions
A lower fee and VIP airport lounge access
All Basic plan features
0.5% fee (+ fund fees averaging 0.18%)
VIP airline lounge access
A dedicated adviser to plan and build a legacy
All Black plan features
Dedicated investment adviser
Ongoing portfolio monitoring
Budgeting & cash flow planning
With investment your capital is at risk.
Savings in fees over 20 years
There are underlying fund management fees of 0.14-0.32% annually.