Summary of Our Fees
Our initial appointment is free. At this meeting it will be explained how we operate, what you can expect and our payment options. All fees payable by you will be explained to you at the time the advice is given and fully detailed in the SoA, RoA and PDS. You will have the ability to ‘select’ your preferred payment option prior to the provision of personal advice.
Below is a summary of our payment options, which are inclusive of GST. Any of the below payments will be made as agreed with you or to the extent permitted by law.
You may be charged a fee based on either the time we spent or the complexity of developing your plan. Our current hourly base rate is $220 to $440 per hour depending on the financial service package selected. Our Statement of Advice base fees range upward from $1,100 to $3,300 depending on the complexity involved. To make it easier for you, you have a choice of how to pay our fee. You can either be invoiced directly, our fee can be debited from your credit card or bank account, or debited directly from funds invested.
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You may be charged a fee based on either the time we spent or the complexity of developing your plan. Our current hourly base rate is $220 to $440 per hour depending on the financial service package selected. Our Statement of Advice base fees range upward from $1,100 to $3,300 depending on the complexity involved. To make it easier for you, you have a choice of how to pay our fee. You can either be invoiced directly, our fee can be debited from your credit card or bank account, or debited directly from funds invested.