Simple, fixed pricing

  • Starter
  • $14
    Per month
    Get started in ethical investing with our lowest monthly fee.
  • Balance size

    $15,000 - $35,000

  • Classic
  • $25
    per month
    An affordable price for larger accounts.

  • Balance size

    $35,001- 100,000

  • Premium
  • $55
    per month
    A great option for SMSFs and bigger balances.

  • Balance size

    Over $100,000

 OUR FEES

Investment Management Fee per year (inc.GST)

Up to $35,000

From $35,001 to $100,000

Over $100,000

Bespoke investment services

 

$168 p.a

$300 p.a.

$660 p.a.

$1,320 p.a +

Fees paid to external providers*:

Product Fees per year                                                       

0.31% to 0.51%

For our online investments. Prices vary for bespoke investments.

Brokerage Larger of $19.95 per trade or 0.12% of the trade size.

The minimum upfront cost to establish a portfolio is $79.80

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

MORE INFO

INCLUSIONS

We offer additional services for each fee category:

Services Starter Classic Premium
Investment portfolio tailored to your risk profile
Compliance of each investment with our ethical screening criteria
Annual social impact reports
Quarterly financial performance reports
Professional portfolio monitoring and management
Online access to your investment account
A real person to talk to, available by phone or online v
Annual taxation data for your tax return
Monthly overview of responsible investments opportunities*
Annual face-to-face meetings to review your portfolio

* Balance Impact is a specialist in responsible investing and is constantly reviewing investment opportunities.  Each month we’ll share our review of one such opportunity to keep you abreast of products in the market.  We are not a product provider and do not have any financial interest in the products we review.

FEE EXAMPLE

If you invested $50,000 with us, you could expect to pay:

  Upfront Annual
Investment Management Fee –  $300
Brokerage $121 $80
Product Fees (0.39%)*    $195
Total ($) $121 $575
Total (%) 0.24% 1.15%

* The product fee used here is for our balanced (Banksia) portfolio, the fees on our online investment portfolios range from 0.31% to 0.51%

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

START INVESTING TODAY

HOW IT WORKS

1

Tell us

We'll get to know you, your investment goals and the good things you care about

2

Review our recommendation

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

3

Start investing!

Open your investment account online, in just 10 minutes. It's that easy!

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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