Why should I use Banksia Price?

Banksia Price's main focus is absolute return to its clients. As such our main source of revenue is from performance fees that are based on absolute returns. This ensures that the clients' interests are placed first before anything else.

Who owns Banksia Price?

Banksia Price is fully owned by its two directors: Arpad Marton and Stephen Hovens.

Do the management invest into Banksia Price

Yes! our investment strategy's viability has been proven by using the directors' funds and a large portion of our personal investment strategy includes being a 'client' of Banksia Price - that is our funds are managed in the same manner as our clients'.

When should I invest?

Banksia Price strives to make positive returns regardless of rising or falling markets. That does not mean that our performance will always be positive on a monthly basis. The key is to outperform losing months by winning months so the overall return is positive. So the real question is: "How long should I invest?" 

How long should I invest?

Banksia Price's investment strategy is for the medium to long term. That is between 1-5 years.

What returns will I get?

Banksia Price strive to achieve nominated target returns over a 1 year period. Our returns to date from the Australian Equities market (Leveraged) has been about 70% pa. These returns are however not guaranteed.

Is becoming Banksia Price's client risky?

Due to our investment strategy the amount of money we have at risk at any time is about 20%. If you find that is too risky, consider investing less equity and if that is less than our minimum investment criteria of $50,000, Banksia Price may be too risky for you. Banksia Price's investment strategy may not be for everyone, however please remember: nothing ventured, nothing gained.

Who regulates Banksia Price?

Tricom Equities holds the Australian Financial Services License (AFSL) as issued by the Australian Securities and Investment Commission (ASIC). Banksia Price is an Authorized Representative of Tricom's AFSL with an Authorized Representative number: 289 477.

What are the fees on the Banksia Price's MDA service?

The fees vary with the account size, please refer to our account opening kit by registering or logging onto the secure part of our website on the left hand side. Generally speaking, there are no entry or exit fees for the service. The fees come from mainly performance fees based on absolute returns, however there are brokerage charges as well as overnight charges in leveraged investment scenarios. Note however, all transaction and overnight charges are taken into account when calculating absolute returns.

How regularly can I invest?

Additional investments can be made on any business day by contacting us either via telephone or e-mail, upon which we will organize all relevant paperwork for the funds transfer to take place.

How often can I withdraw my investment?

Applications to withdraw funds from your investment can be made at any business day by contacting us either via telephone or e-mail, upon which we will organize all relevant paperwork for the funds transfer to take place. Typically it will take about 48 - 72 hrs for the funds transfer to reach your nominated bank account which is also dependent on your bank's internal processes.