FEE MENU

 All costs are inclusive GST (10%)

INITIAL MEETING

At our cost

STATEMENT OF ADVICE

• Standard: $3,300
• Complex: $4,950

IMPLEMENTATION OF ADVICE

0.25% of assets under management (AUM) - excluding super or borrowed funds

ONGOING ADVICE PACKAGES 

Subject to annual renewal

• Standard: $2.200 (or $185 per month) + 0.25% AUM*
• Complex: $3,300 (or $275 per month) + 0.25% AUM*

* excluding super or investments purchased using a margin loan

PACKAGE ENTITLEMENTS

Phone and email access to your adviser

Quarterly Portfolio Summary
Annual Portfolio Performance Report
Annual review meeting
Updated advice document where required
Life risk insurance claims support

ADDITIONAL MEETINGS

Billed at hourly rate ($185 per hour)

This website is published by Ralph Morgan. Ralph Morgan AR 1272665 is an authorised representative of Wealth Today Pty Ltd (ABN 62 133 393 263), AFSL 340289. The information contained in this website and any of the resources available through it including eBooks, fact sheets and seminars (‘Content’) has been prepared for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into consideration in the preparation of the Content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances.
Under no circumstances will any of Ralph Morgan, Wealth Today Pty Ltd, its officers, representatives, associates or agents be liable for any loss or damage, whether direct, incidental or consequential, caused by reliance on or use of the Content. This Content is restricted to Australian residents and is for the intended recipient only. From time to time, Ralph Morgan may hold interests in or transact in companies or products mentioned herein, and may receive fees or other benefits, in connection with the making of any recommendation or facilitating a transaction in such companies or products.