Our Fees

Our Fees

Initial Meeting
Data input and fact finding session to see if you could benefit from our services
Cost: complimentary

Comprehensive Financial Plan or Statement of Advice
Includes strategy details and implementation processes
Cost: $1,200 - Simple Strategy Plan, $1,500 - Two Strategy Plan, $1,800 (min) - Three strategies plus

Strategy Review
A full review of your investment strategy and portfolio
Cost: $800

Additional Services
Centrelink assistance, investment reports, switch, redemptions, cashflow management, adviser consultation, miscellaneous
Cost: $250 per hour

Ongoing Review Fees - Private Client Program
Cost: $300 per month (min)

Ongoing Review Fees - Active Client
Cost: $200 per month

Ongoing Review Fees - Passive Client
Cost: $150 per month

Ongoing Review Fees - Trail Fees
Cost: 0.5% - 1% of your funds under management (including direct equity investments)

Ongoing Review Fees - Direct Equity Investments
Cost: Brokerage 2% for buy/sell

There will be no fee for our preliminary work, including data input, or our first meeting including discussions clarifying your life values and strategy development.

If a financial product recommendation has also been made, you will be provided with a Product Disclosure Statement (PDS) containing information about the product that will enable you to make an informed decision about the appropriateness of the product.

Notes

  • Above prices exclude GST.
  • Ongoing review fees are tax deductible, in certain circumstances.
  • Please view Our Services for a full explanation of what each service mentioned above entails.