Advice FAQ’s

Our advice packages are designed for you

We are committed to making sure our fees are transparent, understood and agreed to by you. Our preferred method of payment is by an agreed fee. The actual fee charged to you will depend on the nature of the advice or service we provide and how complex your situation is. We will discuss and agree on the actual fees with you before we proceed.

Initial Advice Fee: The actual agreed fees will depend on factors such as the complexity of your circumstances, goals you wish to achieve and the scope of advice. As a minimum, you will be required to pay an initial advice fee which covers time for our advice which includes calculations and forecasting, research of your existing products and current strategies in play, plus determining alternatives to best suit your circumstances. This initial advice fee will also include time to present this advice for you. This initial advice fee is payable whether you agree to implement the advice or not.
Our initial advice fee starts at $3,300 inc GST for very basic advice.

 

Implementation / Execution Fee: After we have presented the advice to you, we then need to implement this advice to make sure you are on track and working towards your goals. Our team of professionals will then spend the time implementing this advice for you and making sure it is set up exactly as expected and is 100% correct for you. An implementation fee will be charged to cover the time for our support team and advisers to implement your advice so you don’t have to worry about filling in complex paperwork. This makes the process hassle-free for you so you can concentrate on getting back to what you enjoy most.
Our implementation / execution fee starts at $550 inc GST.

 

Yes, the cost for an initial Discovery consultation with our advisers is $440 inc GST and will be paid at time of booking via credit/debit card. Once booked in you will be directed to our online “getter to know your questionnaire” to complete so we can have a better understanding of your current position, and what you are trying to achieve. This should only take you about 15-20 minutes to fill in. Once complete, we will review and then send out a follow up email for you to upload documents as evidence of your assets to our secure portal so we can prepare for your meeting. The initial Discovery meeting can be expected to go for 90-120 minutes depending on your situation. This initial consultation fee will cover all the pre work we need to do to prepare and also your time with our advisers.

After the initial consultation meeting and once we have commitment to proceed…we expect to have your advice ready to present to you in approximately 4 week’s time.

Its your choice, you can pay via credit/debit card or through the recommended investment platform that we implement for you, i.e. from your investments.