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 |
|---|---|---|---|
| TPS Investment Essentials Access to over 90 investment options |
Managed investments |
No minimum - cash management account $1000 per investment option |
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| TPS Personal Investment Plan Access to over 250 investment options |
Managed investments Listed investments - Shares - Property trusts - Exchange traded funds Term deposits |
$5,000 initial investment $100 ongoing investments |
|
| TPS Super Essentials Access to over 90 investment options |
Managed investments Listed investments - Exchange traded funds Term deposits |
No minimum - cash management account $1000 per investment option |
- Income protection - Death - Death and Total & Permanent Disablement |
| TPS Superannuation Plan Access to over 250 investment options |
Managed investments Listed investments - Shares - Property trusts - Exchange traded funds Term deposits |
$5,000 initial investment $100 ongoing investments |
- Income protection - Death - Death and Total & Permanent Disablement |
| TPS Retirement Income Plan Access to over 250 investment options |
Managed investments Listed investments - Shares - Property trusts - Exchange traded funds Term deposits |
$10,000 initial investment |
|
| TPS Self-managed super fund | Managed investments Listed investments - Shares - Property trusts - Exchanged traded funds Term deposits Direct property Private assets |
Discuss the minimum investment amount with your financial planner |
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