We can provide on-going services to you or
In all
Initial advice and implementation
We provide a
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