Our Fees

Or advice is presented in writing after thorough consideration of your goals, needs and circumstances. The cost of this advice will depend upon the scope and complexity. This can only be determined when we have sat down and understood the needs and circumstances. For this reason we do not charge for the initial appointment so that clients can understand what benefit to them we can be. At or soon after the initial appointment the financial planner will be in a position to advise the cost of preparing our advice. As a minimum it will be $440 but for more complex advice is can be up to $9,900. Should you want us to implement aspects of the advice then there may be an additional implementation fee that will be advised when the advice document is presented. After receiving the advice virtually all of our clients enter into an ongoing service arrangement that ensures that their financial position is reviewed periodically and they can contact the planner and our client service officers for assistance going forward. There are three service offers that we have. The planner will recommend one in the advice document. The fees can either be a set dollar amount or a percentage of the funds under advice and can generally be charged against an investment/ super fund.

Ongoing advice service

Annual fee amount

SERVICE OFFER -A

(a) Yearly review offer

(b) Priority access to planners and support staff

(c) Assistance with Centrelink paperwork as required

(d) Assistance with standard policy administrative requests as required

Option A

Up to 1.1% of funds under advice with a minimum of $1,100 per annum.

If funds under advice are $100,000, your maximum fee would be $1,100 per annum charged monthly.

Option B

A flat dollar amount as agreed with your financial planner

SERVICE OFFER – B

(a) Offer of review every 2 years

(b) Access to planners and support staff

(c) Additional reviews charged at Consultation Fees at a maximum $330 per hour

(d) Assistance with standard policy administrative requests as required

Option A

0.55% of funds under advice with a minimum of $550 per annum.

If funds under advice are $100,000, your maximum fee would be $550 per annum charged monthly.

Option B

A flat dollar amount as agreed with your financial planner

SERVICE OFFER – SELF MANAGED SUPER FUNDS

a) Yearly review

(b) Act as the hub in co-ordinating relevant service providers

(c) Advice on meeting the responsibility of being an SMSF trustee

(d) Regular review of investment strategy

(e) Priority access to planners and support staff

From $3,300 per annum