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Monday to Friday, 9am to 5pm (EST)
Fax: 1800 000 948 | Enquiry form
The Portfolio Service Choice and flexibility
'A simple and convenient way to manage all your investments: super and non-super.'
The Portfolio Service Investment Essentials
'A simple, yet flexible, investment plan that gives you access to a range of managed investment options.'
The Portfolio Service Personal Investment Plan
'A personal investment plan that offers a comprehensive choice of managed investment and shares.'
The Portfolio Service Super Essentials
'A simple, yet flexible, personal super plan that gives you access to a range of managed investment options.'
The Portfolio Service Superannuation Plan
'A comprehensive personal super plan that offers insurance as well as an extensive choice of managed investment options and shares.'
The Portfolio Service Retirement Income Plan
'An account-based pension that allows you to convert your super into a tax-effective income stream for your retirement or a transition to retirement pension that allows you to access your superannuation money if you are still working.'
The Portfolio Service Self-managed super fund
"A self-managed super fund providing all the services you require to invest for the financial future of your fund's members"
Why use The Portfolio Service?
The Portfolio Service (TPS) is an administration service that provides a comprehensive yet simple way of investing for your financial future.
A range of investment options
Choose from a broad range of investments including managed investment options, listed investments (such as shares and property trusts), fixed term investments and cash.
The importance of financial advice
Success in achieving your investment objectives requires a combination of sound financial advice from an authorised financial planner together with the right investment vehicle such as The Portfolio Service.