Service Options

At Fairmont Equities we realise one size does not fit all.

Therefore we have a number of different service levels which will suit you.

Bronze

Just Getting Started

You Receive

  • Free Trading Guide - How to find an edge in your trading
  • The Weekly Wrap - all of our free articles with stock tips and educational articles

FREE

No credit card required.

You will receive our free newsletter every week.  All we need is your name and email address. 

Silver

Research

You Receive

All of the free stuff plus:


  • The Dynamic Investor - our comprehensive weekly research report

$79 / month

No Lock in contracts - you can cancel at any time.

Gold

Trading Account - Minimum $100K

You Receive


  • The Dynamic Investor - our weekly research report
  • Personal advice
  • Emailed buy recommendations
  • Emailed sale recommendations
  • Ability to discuss ideas over the phone
  • End of year statements

Brokerage 1% + GST

Platinum

Portfolio Account - Minimum $500K

You Receive


  • The Dynamic Investor - our weekly research report
  • Personal Advice
  • Phone call to discuss buy recommendations
  • Phone call to discuss sell recommendations
  • Ability to discuss investment ideas over the phone
  • We will help you determine stock/sector weightings with your portfolio
  • End of year statements

Brokerage 0.9% + GST

How do the different service offerings work in practice?

  • When you sign up to our newsletter with your email, you instantly become a Bronze member. This allows you to receive The Weekly Wrap and be informed of any other offerings such as IPO’s and Placements.
  • Once you are a Bronze member you will be invited to trial a Silver membership for 8 weeks and receive our much more comprehensive research report – The Dynamic Investor. After that, you will have the opportunity to sign up for a Silver membership at $79/month (including GST). This is where we will send you The Dynamic Investor every week. This is the same research that we send our Gold and Platinum clients.
  • If you have between $100k and $500k, you can become a trading client.

    This is where you open a trading account with us and we will actively provide you with trading ideas. You receive the research for free and we together determine a strategy based on your goals and personal profile.

    As our research only comes out every Tuesday, as a trading client, you don’t need to wait for the research to look for ideas. If an opportunity comes up during the week that we believe will personally suit you, then we will contact your via email.

    If we do not hear from you after a number of days, then we may try calling you. You are free to phone in at any time and have a conversation about stock ideas, whether they are our ideas or yours.

    We will also send you statements at the end of the year for tax reporting. The only fee we charge is the brokerage rate of 1% + GST.

  • If you have over $500k, then you are entitled to become a Platinum member where we take a hands-on approach to help manage your portfolio.

    Here you get all the reports for free. You open a trading account with us and based on your goals and personal profile, we will come up with a diversified portfolio to suit your needs (working around your existing portfolio if you have one).

    If we believe that any action needs to be taken, then we will phone you (or email if you prefer) and discuss that with you. We will work closely with you to help determine the position sizing and sector weightings to optimise your portfolio performance to suit your personal needs.

    We will also review all of this on an ongoing basis.

    You are free to phone in and have a conversation about stock ideas, whether they are our ideas or yours. We will also send you statements at the end of the year for tax reporting.

    To help you manage your portfolio, the only fee we charge is the brokerage rate of 0.9% + GST.

See our FAQ’s for further detail