Our Schedule of Fees

These prices should be used as a guide only. We will discuss your individual needs and agree our fees with you. The actual agreed fees will depend on factors such as the complexity of your circumstances and goals and the scope of the advice.

Initial service fees 

Our preferred method of payment is a fixed dollar fee, agreed upon with you, determined by the nature and scope of the advice and services you need. To ensure you have absolute clarity, we will list the advisory services we plan to provide to you and how we will charge for them before asking you to commit to paying anything.

An introductory consultation is provided to all new clients at our cost and with no obligation.

After this introductory consultation we will provide you with a written Fee for Advice and Planning quotation (referred to as a Terms of Engagement) based upon the complexity of the strategies contemplated and our professional knowledge involved in the development and presentation of our advice to you. Once agreed to, the Fee for Advice and Planning will not exceed the amount quoted irrespective of the time expended to complete your matter. Our Fees for Advice and Planning typically range between the amounts shown below however, depending on your particular circumstances, this fee could be more or less than these amounts.

In certain limited circumstances it might be appropriate for our Fee for Advice and Planning to be based upon an hourly rate. In which case, this would generally be based upon a rate of $330.00 per hour.

These are fees paid when you have agreed to receive our advice:

Initial service fee amount
Initial Fee for Advice and Planning (between $4,400.00 and $11,000.00)

Ongoing service fees

We offer ongoing services as part of our client value proposition.  Ongoing services in relation to strategic reviews, investment portfolio management and other forms of
consultancy are subject to an agreed and documented fixed dollar amount (Ongoing Service Fee). In some limited cases, in existing matters, our agreed fee may be calculated based on a percentage of the amount invested. Our Ongoing Service Fees typically range between the amounts shown below however, depending on your particular circumstances, this fee could be more or less than these amounts.

We provide ongoing services to help you stay on track to meet your goals. The cost of these services are as follows:

Ongoing service fee amount
Fee for Advice and Services (between $2,750.00 and $27,500.00)