0.5% trail to adviser on first $200k, 0.35% on next $300k, 0.25% on further funds.

Can take exising Booster clients.

SRI appoved an non SRI approved funds.

Includes some accidental death cover.

$7BN FUM

0.25% trail to adviser

Upfront of $50- $300.

$300 if over $26,500 in funds or over $100k income.

Ethical investing options

Can take on existing Geneate clients.

$5BN FUM as of 2024

0.25% trail.

Can take on existing ANZ clients.

Very ropey sign up system.

0.25% adviser fee with option to charge a further 0.25%.

$150 bonus for clients with over $5k
$50 bonus for clients with less than $5k

Strong ethical investment focus

Awaiting Approval

NZ Owned
$20.5BN FUM

0.2-0.5% is charged by the adviser

0.2% rebate from Milford, so if charging 0.2% having an adviser is free to the client.

Can take on existing Miford clients with one page sheet signed by client

0.3% trail to adviser

Focus is on talored investments

NZ Owned

0.4% trail to adviser

$150 on day 1, $150 after 9 months

Up to 0.5% adviser fee but this is all in addition to usual fees

Awaiting Confirmation

ASB, Westpac, BNZ - No external advisers

Fisher Funds - not right now
AMP — not right now