Fees

We charge a fee for service based upon what we advise you on. It is related to the value we can provide, the complexity of the issue(s) and the level of research and risk and investment management required. Our costs are comprised of both an hourly rate as well as a percentage of your investments.

Our value lies in our:

  • Planning Ability
  • Qualifications and education standards
  • Long term historical perspective and experience
  • Ability to help you respond wisely to the changes in your circumstances, markets, and government decisions.
  • Capacity to help you avoid mistakes.

Typical fees for one-off advice range from $1,100 – $5,500.

Typical fees for ongoing strategic advice and review range from $1,650 pa – $5,500 pa. Fees for management of investments are additional.

Our fees are commonly charged from the balance of investment of superannuation accounts.