The first meeting with your adviser is complementary, and is provided free of charge
Below is a description of the types of fees that can be charged for the provision of advice:
Initial Advice Fees:
Fees are charged for our initial advice and the preparation of a Statement of Advice (SOA). Fees are based on the complexity of the advice provided. We will confirm the exact amount, which will be agreed on before commencing any work.
You will be sent an invoice and payment is required within 7 days from the invoice date. Please note that our initial advice fees still apply if you decide not to implement our advice.
Fees for ad-hoc advice and services may be charged at an hourly rate, depending on the complexity of the work involved.
The hourly rate will be agreed upon prior to commencing the work, and an estimate of the time required will also be provided. You will be invoiced for these fees after the service is provided.
Subsequent Service Fees:
Fees for ongoing services and reviews are all based on an annual fee, ranging from 0.0% to 1.2% of the funds under advice. For example, if you have $100,000 invested, and our annual fee is 1.20% of your portfolio, the fee will be $1,200.
All fees may be deducted from your investment funds (or insurance premiums) and paid to us by product providers instead of being invoiced directly to you.
All fees are inclusive of GST.
NOTE: Full details of all fees and commissions for Financial Services will be provided to you in a SOA, or ROA and Product Disclosure Statements at the time of receiving any recommendation.
For further information regarding the fees that may be payable please read our Financial Services Guide: