A full breakdown of our fees can be found in our Financial Services Guide.

The Initial Advice Fee covers the provision of one-off advice. This fee covers the research, review and development of your initial personalised plan. It is determined based on the areas of advice covered & the complexity of your situation. We operate on a fixed price agreement and take into consideration industry-wide pricing for advice when determining this fee. We will discuss this with you during our initial call & fact-finding meeting and agree upon a fixed price prior to commencement.

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In most cases, your initial advice fee will include all associated implementation costs and where you do not opt for an Ongoing Service Arrangement you will have post-implementation administration services provided to you for a fixed period (typically 6 -11 months). This is designed to cover you if you need any additional administrative assistance relating to your plan and does not include further advice needs. An example maybe if you need to provide documents relating to your investments to Centrelink.

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If you decide not to implement our recommendations, the fee for the preparation of the Statement of Advice becomes payable in full.

We may recommend a tailored Ongoing Service Package depending on your personal circumstances and needs. These are determined as a Fixed Fee arrangement and will be disclosed within the Ongoing Service Agreement we provide to you. All Ongoing Service Packages include a minimum of an Annual Review. An Ongoing Service Fee is designed to cover the cost of any future advice needs.