The Portfolio Service

The Portfolio Service is a sophisticated investment management and research service that helps you invest in a well-planned and flexible way.

There are two investment plans available through The Portfolio Service. Designed for investors of all ages, each plan offers a range of features to facilitate flexible and simple investing to help you achieve your financial goals. Your financial adviser will help you choose the right plan for you. Please click on the investment plan below for more information or visit The Portfolio Service website.

The Portfolio Service plans Features
Investment Essentials
  • Regular savings plan
  • Regular investment sweep
  • Margin lending facility
  • Access to over 90 investment options including managed funds, term deposits, Exchange Traded Funds
Personal Investment Plan
  • Regular savings plan
  • Regular investment sweep
  • Margin lending facility
  • Regular payments
  • Access to over 250 investment options including managed funds, term deposits and listed securities