Take intelligent investing to the next level with eccuity invest.

It’s the quality you’d expect from an investment bank, with none of the bloated fees.
brokerage fee (per trade)
management and custodian fees
fees on $1m portfolio
eccuity Private
0%*
0%
$1,501**
Traditional Broker
0.5%
1%
$19,000

Disclaimer: *eccuity Private members receive NZD $1m of zero-fee transactions per year with their membership. Trades after NZD $1m are charged at 0.10%.

**Assumes that a transfer of existing assets denominated in USD establishes your portfolio. If you introduce NZD-denominated assets or cash, foreign exchange costs may apply.
Each portfolio is based on a $1,000,000 starting balance, we took an average of the traditional tier 1 brokers in New Zealand and came to an average cost and then compared with the eccuity pricing for a eccuity Private user.

Decrease your volatility and risk while increasing your potential returns

The eccuity investment philosophy is grounded in the belief that the market has too many managers and middle-men whose fees create a drag on your returns. eccuity Private changes that. By splitting our approach into one that minimises the cost of beta returns (i.e. your passive, market-tracking investments) and maximises access to information about alpha return (i.e. outsized return opportunities with outsized risk), we give eccuity Private customers a best-of-both-worlds outcome.

Develop portfolios that work for your risk appetite and life stage
Analyse our experts’ choices and learn what works best for you
Minimise the fees that drag on your returns
See opportunities to create alpha before the rest of the market does
Go private

Benchmark your investment performance against our experts

Track your performance against our experts’ eccuity Templates - and take inspiration from their strategies. eccuity Private’s model portfolios enable you to test and experiment with investment strategies until you run out of ideas (and then you can ask your AI Assistant for more).

Explore portfolios
Beta

Beta is what everyone expects and gets through indexes and benchmarks. In its simplest form, beta is the return of the S&P500 index (the primary benchmark of the global reserve currency) in the case of equities.

Global Equities

This eccuity Template is diversified with ETFs covering major equity indexes with minimal fees.

Global Bond

This eccuity Template is diversified with ETFs covering major segments of the bond market with minimal fees.

All Weather

The All-Weather eccuity Template is designed for stability and steady growth across market cycles.

All Weather + Bitcoin

This eccuity Template adds Bitcoin to our All-Weather Portfolio, adding Bitcoin exposure at minimal fees.

Classic 60/40

This eccuity Template gives you a 60/40 split of equity and bond ETFs at minimal fees.

Alpha

Alpha is often associated with excess returns from beta. Investors who say they have alpha returns believe they are "beating the market".

Prime Growth

This eccuity Template focuses primarily on high-quality US-listed equities and ETFs.

Rising Stars

This eccuity Template is dedicated to identifying and investing in rising star, small-cap companies.

Non US Growth

This eccuity Template primarily focuses on quality, high-growth non-US equities and stocks.

Magnificent 7 Equal Weight

Equally weighted access to the Magnificent 7.

Alternatives

We consider alternatives as investments that don’t have a natural benchmark. Alternatives can often be more speculative and sentiment driven than equities or bonds, or they can be relatively hard to access in public markets.

Aggressive Income

This eccuity Template follows an aggressive income strategy that trades equities plus ETFs that provide income and asset appreciation.

Crypto Underlying

This eccuity Template is concentrated in established underlying crypto assets.

Crypto Indusry

This eccuity Template has an allocation in established underlying crypto assets and equities that participate in the industry.

Beta
Alpha
Alternatives
Global Equities

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Prime Growth
Aggressive Income
Global Bonds
Rising Stars
Crypto Underlying
All Weather
Non US Growth
Crypto Industry
All Weather + Bitcoin
Reflexive Strategy
Classic 60/40

Access the investments that are usually out of reach.

It’s not just what you know, it’s who you know. Accredited investors can access premium private investment opportunities that are usually restricted to private banks. Our unique sources of private dealflow give you the chance to invest in the best opportunities, before they hit the market.

Get advance notice of private deals from industry experts
Find unique opportunities to pursue alpha
Broaden your portfolio’s asset allocation
Decrease the administrative effort of investing in private markets
Ready to discover private?

Take care of the tax headaches

eccuity Private takes care of the boring stuff too. We stop tax surprises by keeping your Foreign Investment Funds (FIF) tax obligations calculated in real time to help optimise your taxes.

Get started

Tailored by you, for you, with a bit of help from us.

eccuity Private customers have unlimited access to our concierge service, giving you access to support from investment expert team and technology. Transform how you manage your wealth.
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financial roadmap

Work with your Advisor that is not conflicted to sell you their products

We operate to provide services and tools to that allow you to create the future you want, and we actively look at ways to reduce possible conflicts of interest.

concierge experience

Wealth management reimagined without the price tag

While we are a technology-driven company, you also have the option to jump on a video or phone call with us at your convenience or even visit our offices.

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Pay less on all your transactions

Stock and ETF Transaction Fee

0.40%

0.20%

Crypto Spread

0.75%

0.60%

Foreign Exchange Fee

1.00%

0.70%

Exclusive experience

Access not previously available

We provide eccuity Private customers with deals that are not on the market, insights into what large hedge funds and institutions are doing with their capital and exclusive in-person and online events where we bring industry leaders together to discuss where the future is headed.

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Create a better future!

Please provide your details to get early access.

This offer is not live currently and is a registration of interest.