Australia / New Zealand | General Information Only
Australia / New Zealand | General Information Only
Suubee Pricing
One method, two ways to use it, and two different prices. Premium is a membership you run yourself. Portfolios is a managed account we run for you. Everything on this page is the full figure, and where a cost sits outside our fee it is named rather than buried.
01
Everything members get, not a cut-down version. The overnight US report before the open, the morning charts and setups, the afternoon ASX summary, every trading day. A live webinar on Wednesdays and a shorter US session on Fridays. Every position we take, with the level, the reason and where we would be wrong.
Membership
$2,500 a year
Free trial
14 days, full access, no card required
At the end of the trial
Nothing, unless you choose to join. Nothing rolls over, because we never took a card.
Minimum commitment
None.
02
Equities portfolios
3% a year
Global ETF portfolio
1.5% a year
Minimum investment
$50,000
Larger balances
Discounted above
Premium member discount
Not shown pending a compliance ruling on equal treatment under the managed scheme.
At $50,000, on 3%
$1,500 a year
At $100,000, on 3%
$3,000 a year
At $250,000, on 3%
$7,500 a year
Outside our fee
Platform costs and brokerage, charged separately and disclosed in full rather than absorbed into the management fee.
03
What it is
Premium is a membership and you place your own trades.
Portfolios is a managed account and we place them.
Price
Premium $2,500 a year.
Portfolios from 1.5% to 3% a year.
Minimum
Premium none.
Portfolios $50,000.
Try before you pay
Premium: 14-day free trial, no card.
Portfolios: read the evidence, then talk to George.
Who holds the money
Premium: you, we never touch it.
Portfolios: a managed account in your fund’s name.
Time it asks of you
Premium: twenty to forty minutes before the open.
Portfolios: none.
Getting out
Premium: do not renew.
Portfolios: withdraw when you choose.
Plenty of people do one, then the other, as capital and life change. The method is the same either way.
04
There is a discount, and we are not publishing the number until Sanlam has ruled on equal treatment under the managed scheme. Ask and we will tell you where that sits.
Because the work is lighter. It holds ASX-listed ETFs rather than a book of individual names, so there is less selection and less turnover, and the fee reflects that.
Platform costs and brokerage. Both are disclosed separately rather than folded into the management fee.
Fourteen days, an email address, no card and no sales call.
