We make sure the cost of investing is clear and affordable, with no surprises.
Wealthify charges a simple annual fee for managing your investments. It’s never more than 0.7% and can be as low as 0.5%, depending on the total value of all Investment Plans you hold with us.
We invest your money in funds, which incur a small additional cost of typically 0.19% per year, taken directly by the fund providers.
Funds are a cost-effective and convenient way to buy lots of investments all at once. We invest your money in carefully selected low-cost funds, managed by reputable fund providers.
Wealthify Investment Plans each contain around 15 funds, which hold more than 8000 diverse investments in total, such as stocks, bonds and property.
Each fund incurs a small charge, on average 0.19% per annum, which is taken by the fund provider at source. Learn more
Grow your Circle,
Shrink your fees.
Once you've signed up to Wealthify, you'll be able to invite people to join your Wealthify Circle. And the more people you have in your Circle, the bigger the discount you'll get on your fee.More about Circles
So many things - great designed front end, that gives clarity to my investments and their underlying performance; the fees, or lack thereof, as this is a major barrier to investing that is a serious challenge to overcome compared to a traditional stockbroking platform and prompt customer service when I've had to interact with the team!
Great customer support. Affordable service. Excellent platform. Hassle free registration and investment process. Overall, I'm very happy.
Return I want
I am not over informed as with others all the time ever day. I get information a few times a month which is fine for me.
Great customer service, fantastic low fees. Extremely impressed so far. Would certainly recommend to others.
Ease of use . Easy set up. Robo investment for beginners .
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