What can I expect to pay?

We’ve structured our fees to give you transparency and a clear understanding of what you can expect to pay.

What It Costs

Initial Meeting: Complimentary
Your initial meeting is without cost or obligation. We see this as our opportunity to get to know you and ensure we’re in a position to add significant value to your situation.

Designing Your Personal Plan

Based on our discussion and the confirmation of your needs via your engagement letter we’ll prepare your Personal Plan, known as a Statement of Advice. This document contains details of the specific actions recommended for you to move forward. Our professional fee ranges from $990 – $5,500. This is a one-off charge and the actual fee will depend on the complexity of your plan.

Taking Action

Your recommended strategies target and protect your most important goals and there are a significant number of steps involved in bringing your recommendations to life. The fees applied will vary according to you circumstances. Your advisor will discuss this with you to ensure that you are fully informed.

Ongoing Care

Making sure that you stay on track to achieve your goals is the most critical component of financial success. Our range of ongoing services are designed to deliver this to you. The fixed annual fee for your ongoing service agreement begins at $2,300 for a portfolio and personal situation with a minimal complexity. Your Advisor will discuss the most appropriate ongoing service option for your needs and the level of fee applicable for your circumstances.