Comparison Table
Use the table below to compare the features and benefits of our Wealth Management Services according to your needs.
Our Portfolio Solutions
at a glance
|
Create |
Grow and Sustain Your Wealth |
|
START® Family
Start investing with flexibility and ease.
The START® Family includes mySTART®, superSTART® & kiwiSTART®.
|
Managed Portfolio Service
Grow your wealth with premium advisor service and hassle-free administration.
|
Investment Administration Service
Be actively involved in your investments while enjoying hassle free administration.
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Your Benefits
|
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Ongoing advice from an Investment Advisor
|
On request
|
|
On request
|
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Pro-active
Portfolio
Monitoring
|
|
|
|
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Hassle-free
paperwork
|
|
|
|
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Personalised
Performance
Tracking
|
6 monthly
|
quarterly
|
6 monthly
|
|
Seamless
Transactions
|
|
|
|
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Preferential
Access to New
Issues
|
|
|
|
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Access to
Portfolio Lending
|
|
|
|
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Access to
full range
of Research
Reports
|
company only
|
|
company only
|
|
Access to
full range
of investment
options
|
except unlisted equities
|
|
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Solution Features
|
|
Lump Sum
Investing
|
|
|
|
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Regular
Contributions
|
|
|
|
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Portfolio Size
|
< $100K
|
> $75K
|
Any
|
| |
mySTART®
superSTART®
kiwiSTART®
|
Managed Portfolio
Service
|
Investment Administration Service
|
Fee Structure
|
% FUM + Brokerage
|