How We Charge

We can provide on-going services to you or one off engagements advising on a particular issue or investment.

In all cases we work on a fee for service basis which means that any commissions payable are rebated back to you. The result is complete transparency for you in the way that we are remunerated. This is fundamental in the way we do business and ensures our work will always be in your best interests.

If you are seeking once off advice and administration, we can assist you. Hourly rates will be applicable for all initial work undertaken in accordance with the Corporations Act 2001 and all financial advice will be provided in writing.

Hourly rates are specified below and are effective from 1 July 2024. We will be pleased to provide an estimate for the provision of our advice once we have become familiar with your circumstances.

Please note that rates may be subject to change at a future date and are including GST.

Initial advice and implementation

We provide a fee estimate for all initial advice and implementation work undertaken with these fees varying depending on the level of complexity and time involved. Fees for initial advice and implementation typically range between $4,400 and $16,500 including GST.

Ongoing services packages

Our structured ongoing services packages provide clarity on the level of ongoing service that we provide to our clients at a pre-determined fee. Our structured service packages range between $2,750 to $8,910 including GST. 

Customised ongoing service packages

Customised ongoing service packages can be designed for clients with specific ongoing needs and requirements that fall outside of the ongoing services packages we offer. These are negotiated on a needs basis.

Additional ad-hoc work

Additional one-off services may be provided from time to time outside of the scope of our ongoing services. These are charged on an hourly rate basis.

How our fees are paid

Our preference is to provide you with an invoice for the services provided and have fees paid directly to us by you. However, in some circumstances, we can have our fee deducted from your investment/product.

Charge rates

Hourly rates are specified below and are effective from 1 July 2024. We will be pleased to provide an estimate for the provision of our advice once we have become familiar with your circumstances.

Please note that rates may be subject to change at a future date and are including GST.

For more information on services that may suit you, call or email one of advisers.