The Portfolio Service

The Portfolio Service is a sophisticated investment management and research service that helps you manage your investments in a flexible and well-planned way. Within The Portfolio Service, there are six plans which have been designed to suit investors of all ages and stages in life:

There are two investment plans:

  • The Portfolio Service Investment Essentials which gives you access to 90 managed investment options
  • The Portfolio Service Investment Plus which gives you access to a more comprehensive range of over 250 managed investment options as well as direct shares 

There are two personal super plans: 

  • The Portfolio Service Super Essentials which gives you access to 90 managed investment options
  • The Portfolio Service Super Plus which gives you access to a more comprehensive range of over 250 managed investment options, including direct shares and also offers insurance.

The Portfolio Service Retirement Income Plan is an account-based pension that allows you to convert your super into a tax-effective income stream for your retirement. This product also offers a transition to retirement pension that allows you to access your superannuation while you are still working.

The Portfolio Service self-managed super fund provides a fund establishment and administration service that helps you set up and manage your own super fund.

To find out more about The Portfolio Service click here.