Count the cost

Using clever tech and our financial smarts, you'll keep more of your hard-earned savings.
See how much you'll pay with Balance Impact.

Transparent Pricing

If your investment amount is:

your (estimated) monthly fees would be:

This includes our fees and any ETF fees

OUR FEES

Investment Management Fee per year (inc.GST)

Up to $19,999

then $20,000 to $99,999

then $100,000 to $499,999

then $500,000 to $999,999

then $1,000,000 +

 

$144

0.715%

0.605%

0.495%

0.385%

Advice fees per year

$99

Product Fees per year*

0.15% to 0.30%

* These fees are not paid to Balance Impact, they are charged and paid to the Exchange Traded Funds that we invest in

MORE INFO

INCLUSIONS

OUR FEES INCLUDE:

  • Your customised investment portfolio, designed to achieve your investment goals
  • Investments that meet our responsible investment criteria
  • Professional portfolio monitoring and management
  • Online access to your investment account, check the performance of your portfolio anytime
  • A real person to talk to. If you have any questions you can call us and we’ll be there to help
  • Annual portfolio performance reports and taxation data to assist you in preparing your tax return
FEE EXAMPLE

If you invested $100,000 with us, you could expect to pay:

* The product fee used here is an average, the fees for your investment portfolio may be slightly more or less

GET THE GOODS TODAY

HOW IT WORKS

1

About you

We'll get to know you and your investment goals

2

Your portfolio

We'll recommend a socially responsible investment portfolio just for you

3

Start investing!

Open your investment account online, in just 10 minutes

I want to make my savings matter.

Sign Up

Balance Impact 1 Bligh Street Sydney, NSW, 2000 info@balanceimpact.com 02 8226 8596 Balance Impact (ABN 54 608 605 296) is the trading name of Touchstone Capital Pty Ltd, a Corporate Authorised Representative (No.xxxxxx) of SIRA Group Pty Ltd (AFSL: 278423).


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