Unlike a fund manager our advice is not limited to managing a portfolio where your specific needs are not being considered.
Our initial meeting is always free of charge and we will quote a fixed fee for your agreement before starting work.
We charge a fee for our initial advice on how to construct and implement the advice.
- Initial Advice – The fee for our initial advice varies depending on the expected time spent and complexity of the advice. This typically ranges from $2,500 -$3,500 plus GST.
- Our ongoing fee for a typical client 0.5%pa plus GST.
- Additional advice outside the scope of our agreement is charged on an hourly basis.
- Insurance advice is commission based
All fees are payable in advance.