Tailored Portfolios - House View

House View Small

1 Investment
$ 55 monthly min at 0.25% pa
  • Upfront Cost: $660 Single, $880 Couple
  • 1 Investment

House View Medium

Up to 5 Investments
$ 185 monthly min at 0.33% pa
  • Upfront Cost: $2200 Single, $2950 Couple
  • Up to 5 investments

House View Large

Up to 20 Investments
$ 275 monthly min at 0.55% pa
  • Upfront Cost: $3300 Single, $4400 Couple
  • Up to 20 investments

Ready Made Portfolios

Ready Made Small

Industry/Retail Super - House View Funds
$ 28 monthly min at 0.11% pa (annual payment only $330)
  • Upfront Cost: $330 Single, $550 Couple
  • 1 Investment

Ready Made Large

SMA - Up to 110 transparent Investments
$ 95 monthly min at 0.25% pa
  • Upfront Cost: $1100 Single, $1450 Couple
  • Up to 110 Investments

Life Insurance: Death, TPD, Critical Illness, Income Protection, Child

Comprehensive Life & Disability Insurance Package

Retail Insurance and Group Super Life Insurance
$ 25 comprehensive packages for 30 year olds may start from $25/month
  • Apply through your super fund or a new super fund (limitations)
  • Apply for portable cover through a retail insurer in your name or linked to any super fund
  • Tailor your cover based on your budget and health

Consultations/Workshops

One-off Consultations / Workshops

Pick your topic
$ 110-330 depending on time and complexity
  • Private meetings - in Person/Phone/Zoom
  • Templated Solutions
  • Factual Information / Guidance