The Portfolio Service plan options

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

With The Portfolio Service, all you need to do is select the time over which you want to invest and the level of risk you are willing to accept, and we do the rest. Sit back and relax, the plans are built with flexibility in mind, so when your circumstances change and you want to change or upgrade, the transition between plans is seamless.


The Portfolio Service plans Investment options Minimum investment Features
Investment Accumulation Plan
Access to over 20 carefully selected managed investments
Managed investments No minimum
  • Regular savings plan
  • Regular investment sweep
  • Margin lending facility
Personal Investment Plan
Access to over 250 investment options
Managed investments
Listed investments
- Shares
- Property trusts
Term deposits
$5,000 initial investment

$100 ongoing investments
  • Regular savings plan
  • Regular investment sweep
  • Margin lending facility
  • Regular payments
Super Accumulation Plan
Access to over 20 carefully selected managed investments
Managed investments No minimum
  • Regular savings plan
  • Regular investment sweep
  • Insurance

  • - Salary Continuance Insurance
    - Death
    - Death and Total & Permanent Disablement
The Superannuation Plan
Access to over 250 investment options
Managed investments
Listed investments
- Shares
- Property trusts
Term deposits
$5,000 initial investment

$100 ongoing investments
  • Regular savings plan
  • Regular investment sweep
  • Insurance

  • - Salary Continuance Insurance
    - Death
    - Death and Total & Permanent Disablement
Retirement Income Plan
Access to over 250 investment options
Managed investments
Listed investments
- Shares
- Property trusts
Term deposits
$10,000 initial investment
  • Regular pension payments
  • Binding death benefit nomination
  • Reversionary beneficiary