Our Fees

Our fee for advice will be quoted prior to any work being done so that you know what it will cost and what the benefits of following our advice are.

We offer a complimentary one hour free initial consultation. At this meeting we will find our what is important to you, gain an understanding of your financial position, goals and objectives, provide information about our fees and services and important information about working with us and for us to work our whether we can assist you.

At the end if this meeting we will generally quote a fixed fee for the preparation of a Statement of Advice in accordance with our Financial Services Guide. In certain circumstances we may not know how much work we have to do and an hourly rate charge may apply.

If you proceed to a second meeting, we generally charge a fee for service on an hourly charge basis in accordance with our Financial Services Guide. If you proceed with our full services this element will form part of our fixed price Initial Advice fee. This fee may include time in undertaking preliminary research and assessing matters relevant to you that will assist in our fact finding and goal setting discussions. This meeting generally involves working through your budget, identifying your goals and priorities together with obtaining a detailed understanding of your risk tolerance and return needs to achieve your objectives.

The agreed fees will be outlined to you in an Initial Advice Agreement and will be based on the complexity of the advice and the amount of time spent in developing our advice.