Service Packages

Our Service Offerings

INITIAL ADVICE FEES

Initial interview

An introductory consultation is provided to all new clients at our cost and with no obligation.

Preparation of a Statement of Advice

These are fees paid when you have agreed to receive our advice. We will also assist you with the administration and implementation of our advice if you decide to proceed.

The actual cost of our advice and services will vary depending on the extent of the advice you ask us to provide. To provide a guide, the following are estimates of our fees.

LIMITED ADVICE$660 - $1,870

This fee applies where the advice is scoped to include recommendations on a single area. It includes advice in any one of the areas outlined below:

COMPREHENSIVE ADVICE$1,870 - $4,000

This fee applies where more comprehensive and advanced financial planning strategies are involved. It can include a single, more complex strategy; a combination of the strategies outlined in the Limited Advice category above or, it may apply to:

SPECIALISED ADVICEStarting from $4,000

This fee applies to complex and comprehensive areas of advice. The fee for this advice applies to:

ONGOING ADVICE FEES

We offer ongoing advice services as part of our client value proposition. If you choose to enter into our ongoing review program you will be charged an ongoing advice fee. These fees are calculated according to the time and resources necessary for us to be able to provide you with a specified level of service. The services provided to you in relation to the ongoing advice fee will be set out in our Terms of Engagement and your Statement of Advice and includes periodic review of your portfolio and strategy.

BASIC PACKAGE$660 pa

This is our bare minimum package and is designed to cover costs associated with the administration of insurance, investment and superannuation funds. This package is designed for clients who currently don’t require a high level of service.

This package includes:

Any additional advice is subject to the fees outlined in our fee schedule. We will agree all additional costs with you prior to you incurring them.

This level of service is not recommended for clients who have received Comprehensive or Specialised advice.

STANDARD PACKAGEFrom $990pa

This package includes:

This package is recommended for clients that require an annual meeting with their adviser.

PREMIUM PACKAGEFrom $2,200pa

This package includes:

The premium package is recommended for advice areas including:

The services provided to you in relation to the ongoing advice fee will be set out in our Terms of Engagement and your Statement of Advice and includes periodic review of your portfolio and strategy.

Other services

Where other consultancy services are provided, we will charge an hourly rate. We will provide an estimate and obtain your agreement before proceeding with these services.

Our current hourly rate is $220.

Changes to fees

Inflation and rising costs may compel us to increase our charges. We review our costs on an annual basis and will confirm your ongoing service fees at your annual review. You will be given 30 days notice of any change in our fee rates.

For more information about us, including areas we specialise in, please download our Financial Service and Credit Guide/ Financial Service Guide

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