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Pricing and benefits

We've kept our fees low, simple and transparent.

Core

Grow your wealth with the core financial products.

$0

NZD

/yearly


Benefits

  • Access to KiwiSaver, Investing & Saving

  • 1.50% FX fee on US Shares and ETFs

Features

  • KiwiSaver and Fund fees from 0.25% p.a.

  • Individual, joint & child accounts

  • A platform experience to love

Membership

Pay monthly

Free

Pay yearly

Free

Funds

Management fee

0.25-0.50% p.a.

Transaction fees

$0

Minimums

None

Fund insights

Auto Invest

KiwiSaver

Member fee

$0

Management fee

0.25-0.50% p.a.

Transaction fees

$0

US Shares & ETFs

FX fee

1.50%

Brokerage fee

$0

Minimums

$1

Auto Invest

Limit Orders

Smart Saver

Interest rate

2.25% p.a.*

Term period

None

Auto Save

Account types

Kids account

Individual & joint

Trusts & companies

Tools

Goal tracking

Plus

Manage your wealth with flexible account structuring and fees.

$50

NZD

/yearly


Benefits

  • Access to KiwiSaver, Investing & Saving

  • 0.60% FX fee on US shares & ETFs

Features

  • Everything in Core

  • Exclusive products & features (Coming Soon)

Membership

Pay monthly

$5 NZD/monthly

Pay yearly

$50 NZD/year

Funds

Management fee

0.25-0.50% p.a.

Transaction fees

$0

Minimums

None

Fund insights

Auto Invest

KiwiSaver

Member fee

$0

Management fee

0.25-0.50% p.a.

Transaction fees

$0

US Shares & ETFs

FX fee

0.60%

Brokerage fee

$0

Minimums

$1

Auto Invest

Limit Orders

Smart Saver

Interest rate

2.25% p.a.*

Term period

None

Auto Save

Account types

Kids account

Individual & joint

Trusts & companies

Tools

Goal tracking

Premium

For entity accounts or larger investors.

$150

NZD

/yearly


Benefits

  • Access to KiwiSaver, Investing & Saving

  • 0.40% FX fee on US shares and ETFs

Features

  • Everything in Plus

  • Trust & Company accounts

  • Priority human support

Membership

Pay monthly

$15 NZD/monthly

Pay yearly

$150 NZD/year

Funds

Management fee

0.25-0.50% p.a.

Transaction fees

$0

Minimums

None

Fund insights

Auto Invest

KiwiSaver

Member fee

$0

Management fee

0.25-0.50% p.a.

Transaction fees

$0

US Shares & ETFs

FX fee

0.40%

Brokerage fee

$0

Minimums

$1

Auto Invest

Limit Orders

Smart Saver

Interest rate

2.25% p.a.*

Term period

None

Auto Save

Account types

Kids account

Individual & joint

Trusts & companies

Tools

Goal tracking

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|

Indices provided by: S&P Dow Jones Indices