We focus on products for investors and retirees with higher account balances, rather than the SG/employer market. This is reflected in our platform design, with more investment choice, capped fees and no transaction charges for managed fund switches.

Features

  • Streamlined onboarding for client transition
  • Online applications
  • Extensive APL
  • Multiple term deposit options
  • Flexible insurance options
  • Auto-portfolio rebalance
  • Dollar cost averaging
  • Choice of reports

Fees

  • Superannuation and Pension
    • First $150,000 - 0.820% p.a.
    • Next $200,000 - 0.615% p.a.
    • Over $350,000 - Nil
    • Maximum fee $2,460 p.a.
    • Minimum fee $615 p.a.
  • Portfolio Service
    • First $150,000 - 0.7688% p.a.
    • Next $200,000 - 0.6150% p.a.
    • Over $350,000 - Nil
    • Maximum fee $2,385 p.a.
    • Minimum fee $577 p.a.
  • All products:
    • Fees capped at $350,000
    • Family fee discount of 15% for family members and related entities
    • Adviser service fee with % and fixed dollar option
  • No transaction fees for managed fund switching