Sound personal financial advice should be worth every cent.
My fees are based on delivering you meaningful outcomes, and not based on your level of assets, that is, I do not charge funds under advice fees.
You will receive advice that is based on your current personal circumstances along with a consideration of your future.
My job is to work with you and ensure that you make carefully considered decisions in your best interests.
Initial Advice Fee
The first fee all new clients pay is an initial advice fee. This fee covers our initial meetings along with the preparation and implementation of a Statement of Advice (SoA).
The initial advice fee starts from $2,200 (inc GST).
I will confirm the exact amount, which we will agree on before commencing any work together.
Ongoing Service Fee
I will check in with you on a regular basis to make sure that you are on track.
If your path or circumstances have changed then I will review your situation and advise on any changes to your strategy.
We will agree on your ongoing service fee based on your situation.
The factors we need to consider when determining your fee include:
- How many meetings you will require
- The complexity of your ongoing advice and service
- The additional research and planning work to meet your advice requirements
- The work involved with your other advisers such as accountants & lawyers
- The ongoing management of your investments, superannuation & life insurance
Every client is different so my fees reflect your needs.
Ongoing fees start from $330 (inc GST) per month.
Most clients pay this fee via their bank account or superannuation.
In most cases your ongoing service fee should be tax deductible, however, you will need to check with your taxation adviser prior to claim this deduction.