Fee for Service

When you engage us, we’ll explain upfront exactly what services we’ll provide and what they will cost, acting only when we have your written approval. Your first meeting with us is absolutely free, with no ongoing obligation to use our services.

Because we’re an privately owned business, you can be confident we’ll only recommend investments and financial products that are in your best interests.

Statement of Advice Fee

The Statement of Advice is a fixed, one-off fee for preparing your initial advice, including:

Researching and analysing your investment objectives and current situation.
Developing a plan to help you achieve your immediate and long-term lifestyle goals.
Creating a detailed Statement of Advice, setting out your plan for the future.

The size of the fee depends on the complexity of the advice and the time required to deliver it. We will clearly outline the cost and get your written approval before we start.

Brokerage & Investment Charges

Once you’re ready to put your plan into action, we may also pass on the costs of implementing it, including brokerage on share purchases and fees for investment transactions.

Ongoing Advice Fee

The Ongoing Advice Fee is an agreed annual fee for managing your finances from year to year, including:

Tracking and reporting portfolio performance.
Managing dividend payments, fund distributions and other investment income and outgoings.
Keeping you informed about significant market developments and regulatory changes.
Proactively identifying new investment opportunities and mitigating emerging risks.

SMSF Fees

If you have a self-managed super fund (SMSF), we may also charge separate, additional fee for fund administration and advice, including:

Preparing and updating your fund’s investment strategy.
Proactively identifying new investment opportunities and mitigating emerging risks.
Investment and taxation reporting.
Assisting with fund audits.
Tracking regulatory changes and acting to ensure that your fund is fully compliant.