What are our fees?

Unlike a fund manager our advice is not limited to managing a portfolio where your specific needs are not being considered.

Our initial meeting is always free of charge and we will quote a fixed fee for your agreement before starting work.

We charge a fee for our initial advice on how to construct and implement the advice.

  • Initial Advice – The fee for our initial advice varies depending on the expected time spent and complexity of the advice. This typically ranges from $2,500 -$3,500 plus GST.
  • Our ongoing fee for a typical client 0.5%pa plus GST.
  • Additional advice outside the scope of our agreement is charged on an hourly basis.
  • Insurance advice is commission based

All fees are payable in advance.