Premium benefits, lower fees

Stockspot for Platinum tier individuals and families ($200k+)

Our expert investment advisers are here to help you achieve your long-term investment goals, no matter how simple or complex your needs may be.

Schedule a call with an adviser

Sarah King


A dedicated team focused on maximising your wealth

Priority access

Receive on-demand guidance from our certified investment advisers via phone, video calls, email, or live chat whenever you require assistance.

Tailored guidance

Collaborate with your dedicated adviser to create and monitor a customised investment plan that aligns with your unique goals and needs.

First-Class support

Enjoy award winning investment services delivered by our responsive local team, dedicated to providing you with consistent, high-quality assistance.

Your exclusive Platinum tier benefits

Competitive fees

Unlock access to exclusive Platinum tier rates, with fees as low as 0.044% per month for all your Stockspot accounts.

Personalised adviser

Connect with your preferred Stockspot adviser, dedicated to supporting you throughout your investment journey.

Concierge service

Enjoy priority access to an adviser whenever you need assistance, whether by phone, email, or live chat.

Priority annual review

Conveniently schedule your Annual Review meetings with your preferred Stockspot adviser.

Exclusive insights

Gain access to exclusive webinars and stay informed with valuable investment insights.

Integrated platform

Simplify tax time by inviting your accountant or financial adviser to create their personal adviser dashboard on our platform.

Portfolio health check

Receive a complimentary review of your external investment portfolio by our expert team when transitioning to Stockspot.

Tailored transition plan

Take advantage of a transition or dollar cost averaging plan to transfer your existing investments seamlessly into your Stockspot portfolio.

Why choose Stockspot?

*for investments up to $10,000 or until they turn 18

Your personal investment dashboard

Add to your investments to grow your wealth faster.

Monitor your portfolio to see the performance of your investments.

Keep track of your investment goals.

View your personal dashboard on any device.

A personalised mobile dashboard to view your portfolio

Frequently asked questions

What are the fees for Platinum tier clients?

Platinum tier clients benefit from competitive fees, set at 0.044% per month or 0.528% per annum (including GST). These lower fees are accessible when your investments reach or exceed $200,000. It's also important to note that these fees may be tax deductible.

Can my accountant or adviser access my Stockspot account?

Yes, you have the option to extend access to your Stockspot portfolio for your accountant or adviser. This streamlined access makes handling tax-related matters and ongoing account management effortless, all within your Stockspot dashboard.

Will the Platinum tier apply to all my Stockspot accounts?

Absolutely. If you hold multiple Stockspot accounts with a combined balance of $200,000 or more, the Platinum tier rate will be applied across all your accounts, ensuring consistent cost savings.

How are my investments owned?

Your Stockspot investments are held under a unique holder identification number (HIN), establishing you as both the legal and beneficial owner of your investments. This secure method ensures the utmost safety and control over your investment.

5th fintech awards 2020

Winner, Best FinTech Wealth Management Platform, 2020

Winner, Excellence in Wealth Management, 2021

Finalist, Best Investment Innovation, 2020