These fee estimates should be used as a guide only. We will discuss your individual needs and agree on our fees with you before proceeding with any formal fee arrangement. The actual agreed fees will depend on factors such as the complexity of your circumstances, goals and the scope of the advice.

An initial discussion is provided to all new clients at our cost and with no obligation. This discussion is designed to help us get a broad understanding of your needs and for us both to determine whether seeking financial advice is likely to be worthwhile for you at this time.

If we collectively agree to move to the next step, we’ll arrange an advice discovery meeting, usually in person at our office. During this meeting we will explore your financial situation and objectives, as well as discuss the scope of advice you may need and explain our advice process to you.

The advice discovery meeting is subject to a flat fee of $495, however should you choose to proceed with engaging our services, this $495 fee will be credited towards your Initial Advice Fee.

To ensure any recommendations we make are in your best interests, we must first conduct a thorough assessment of your full financial situation. Accordingly, please be aware that we are unable to provide specific advice during the discovery meeting itself.

Following your advice discovery meeting, we will present you with a verbal proposal summarising our suggested strategies, along with a quotation for your Initial Advice Fee. This fee will reflect the complexity of the strategies contemplated and our professional knowledge involved in the development and presentation of our advice to you. Once agreed to, this proposal will be formally documented in a Terms of Engagement.

Initial advice 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.

The Initial Advice Fee will not exceed the amount documented in the Terms of Engagement irrespective of the time expended to complete your matter. Our Initial Advice Fees 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 Initial Advice Fee to be based upon an hourly rate. In which case, this would generally be based upon a rate of $495 per hour.

Our Initial Advice Fees typically range between $6,600 and $13,200.

Annual advice fees

In most cases we offer ongoing advisory services to ensure that our advice remains appropriate over time and so that the strategies we put in place can be adapted to changes in your circumstances, objectives as well as broader changes in legislation, investment markets and the economy.  Ongoing services in relation to strategic reviews, investment portfolio management and other forms of consultancy are subject to a fixed dollar amount, which we mutually agree to and document every 12 months.

Our Annual Advice Fees typically range between $3,300 and $33,000 per annum.