You Are Here 5 Financial Advisory 5 How We Charge
You Are Here 5 Financial Advisory 5 How We Charge

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.

 

Initial advice and implementation

We provide a fee estimate for all initial advice and implementation work undertaken. Fees for initial advice and implementation typically range between $2,000 and $10,000 plus GST depending upon the level of complexity and the time involved.  For all new work, our advisors will provide you with a fee quote or estimated fee range. This will be detailed in a Letter of Engagement that will also outline the services that we are to provide to you. If you accept the terms of this letter, we will enter into an agreement to provide you with our services and advice.

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 $600 plus GST to $6,000 plus GST. 

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 March 2021. We will be pleased to provide an estimate for hte provision of our advice once we have become familiar with your circumstances.

Status                                        
Charge per hour           
Senior Advisor / Technical Strategy $440
Financial Advisor $330
Provisional Advisor $220
Para-planning/modelling services $220
Administration $140

 

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

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