No secret commissions, only a low, flat standard management fee.

Despite the comprehensive service we provide, there are no upfront or commission based fees associated with our portfolio management service.

We derive our income strictly from portfolio management fees.

We charge a fee of 1.1% per annum based on the market value of the portfolio under management. This fee covers GST, and all management, administrative and custodian services. Fees are charged quarterly in advance and are fully tax deductible.

We do not accept commissions. This removes any possible bias in the selection of investments, or unnecessary trading for commission purposes.