Stockspot for Diamond tier individuals and families ($2M+)
Exclusive benefits and the lowest fees, this tier is tailored for high-net-worth individuals and families. Our seasoned investment advisers specialise in wealth transition, protection, and growth strategies, providing expert guidance on your investments.
HEAD OF CLIENT CARE AND ADVICE
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.
Even lower fees
Unlock access to exclusive Diamond tier rates, with fees as low as 0.033% per month for all your Stockspot accounts.
Personalised adviser
Connect with your preferred Stockspot adviser, dedicated to supporting you throughout your investment journey.
Video calls
Catch up over video call with your adviser to discuss your portfolio.
Complimentary investment advice for those who matter to you
Share complimentary investment advice with your close family and friends, courtesy of Stockspot.
Concierge service
Enjoy priority access to an adviser whenever you need assistance, whether by phone, email, or live chat.
Priority annual review
Schedule your Annual Review meeting 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.
*for investments up to $10,000 or until they turn 18
Request a call from a Stockspot Investment Adviser
Email our team: concierge@stockspot.com.au
Submit a request for a portfolio review
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.
Diamond tier clients benefit from competitive fees, set at 0.033% per month or 0.396% per annum (including GST). These lower fees are accessible when your investments reach or exceed $2,000,000. It's also important to note that these fees may be tax deductible.
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.
Absolutely. If you hold multiple Stockspot accounts with a combined balance of $2,000,000 or more, the Diamond tier rate will be applied across all your accounts, ensuring consistent cost savings.
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.
Winner, Best FinTech Wealth Management Platform, 2020
Winner, Excellence in Wealth Management, 2021
Finalist, Best Investment Innovation, 2020
