Pricing

For a simple monthly fee you get a personalised investment plan including a selection of low-cost funds designed to grow wealth with ease.

Our expert team and smart technology manages your portfolio to ensure it always has the right balance of investments, and we make adjustments whenever needed. There are no hidden extras in the fine print like brokerage or transaction charges.

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Account balance
$
Account tier
Bronze silver gold platinum diamond
Monthly fee
$5.50 Plus Get your first 6 months free* 0.055% FEE CALCULATOR

0.055% FEE CALCULATOR

0.044% FEE CALCULATOR

0.033% FEE CALCULATOR

Bronze

Silver

gold

platinum

diamond

Account balance: $10,000 or less Account balance: $10,001+ Account balance: $50,000+ Account balance: $200,000+ Account balance: $2,000,000+
Fee: $5.50 per month Fee: 0.055% per month / 0.66% per year Fee: 0.055% per month / 0.66% per year Fee: 0.044% per month / 0.528% per year Fee: 0.033% per month / 0.396% per year

Phone and email support

Access to the Advice & Client Care team

Investing 101 email series

Annual review of your strategy

Stockspot Savings - earn 1.51% p.a. interest

Unlock the Silver tier to also receive:

Automatic rebalancing

Unlock the Gold tier to also receive:

Optional welcome call

Personalise your portfolio with Stockspot Themes

Access events and webinars

Unlock the Platinum tier to also receive:

Dedicated investment adviser

Personal implementation plan

Optional annual catch-up call

Unlock the Diamond tier to also receive:

Review of your current portfolio

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* 'First 6 months free' offer applies to accounts with up to $10,000 invested and is not affected by movements in the value of your portfolio over the 6 months from your first deposit.

Benefits of investing with Stockspot

Stockspot investment adviser
Speak with our investment advisers whenever you need help
Stockspot investment adviser
Your investments are held safely in your own name
Stockspot investment adviser
Online access anytime via our dashboard and app
Stockspot investment adviser
Tax time made easy we do all the tax calculations to save you time
Stockspot investment adviser
Proven investment strategy for growth and income
Stockspot investment adviser
No other fees like brokerage, transaction charges, or withdrawal fees
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Frequently asked questions

How much do I need to invest?

Our minimum to start is just $2,000.

Will I be charged establishment fees, exit fees, or brokerage?

No. We don’t charge exit fees, establishment fees, or brokerage. There are no hidden costs.

How often do I need to add to my portfolio?

Additional top-ups are always up to you – you can add money as often as you like. There are no limits or restrictions on how often you can top-up.

How do your fees compare to the industry average?

Stockspot's advisory fee is less than a quarter of the industry average. You can save thousands over the course of your lifetime by paying a fraction of what traditional advisors charge.

How do ETF management fees work?

ETF management fees are an indirect cost not charged by Stockspot.

They are charged by companies who run the investment funds. Instead of billing you directly, they take the fee straight from the fund’s performance. It’s a cost incurred by anyone who invests in these funds – whether it’s us, another advisor, or you.

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