Fee Menu

All costs are inclusive GST (10%)

INITIAL MEETING

At our cost

STATEMENT OF ADVICE

  • Simple: $680
  • Standard: $1,870
  • Complex: $3,300

 

IMPLEMENTATION OF ADVICE

Base cost: $380 + 0.65% of amount invested (excluding borrowed funds)

 

ONGOING ADVICE PACKAGES 

Subject to annual renewal

  • Silver: $660 (or $55 per month) + 0.25% of assets*
  • Gold: $990 (or $82.50 per month) + 0.25% of assets*
  • Platinum: $1,320 (or $110 per month) + 0.25% of assets*

* excluding investments purchased using a margin loan, and capped at $3,000 pa.

PACKAGE ENTITLEMENTS

  • SILVER

Phone and email access to your adviser
Annual Portfolio Performance Report
Annual face-to-face meeting
Updated advice document
Life risk insurance claims support

  • GOLD

Phone and email access to your adviser
Quarterly Portfolio Summary
Annual Portfolio Performance Report
Annual face-to-face meeting
Updated advice document
Life risk insurance claims support

  • PLATINUM

Phone and email access to your adviser
Monthly Advice Magazine
Quarterly Portfolio Summary
Annual Portfolio Performance Report
Annual face-to-face meeting
Updated advice document
Life risk insurance claims support

ADDITIONAL FACE-TO-FACE MEETINGS

Billed at hourly rate ($185 per hour).