Fees & Charges

WHAT DO OUR SERVICES COST?

We pride ourselves on fair and transparent fees and charges, and will always provide you with a quote for any services you require. For our key services, we charge a flat fee based on our time. This means that whether you have $50,000 or $500,000 in your fund, you’ll pay the same amount.

SUPERANNUATION REVIEW – $2500 PER STRATEGY

Compare your superannuation to others on the market to look for the best returns and most cost-effective solution, for retail funds or industry fund comparisons.

PENSION FUND REVIEW – $3000 PER STRATEGY

Review whether you are in the best pension fund for your situation.

EXTRA STRATEGY IF REQUIRED – $250 PER EXTRA STRATEGY.

OTHER SERVICES – AS QUOTED

Any of our other services including wealth protection, aged care and insurance advice we will provide you with a fee agreement outlining our charges before we complete any work.

ONGOING ADVICE FEES

To ensure we are monitoring your financial plan and meeting the goals we set, we offer an ongoing advice service which includes an annual review. This can be charged as flat fee or percentage of investments, depending on your circumstances and wishes.

TWO EASY WAYS TO PAY

Once you have approved your quote there are two ways you can manage your payment. Any approved fees and charges can be paid through your investment or super/pension fund so you don’t have any out-of-pocket expense, or you can choose to pay us by invoice.