Fees

We charge a fee for service based upon what we advise you on. It is related to the value we can provide, the complexity of the issue(s) and the level of research and risk and investment management required. It is neither an hourly rate nor a percentage of your investments unless you choose that option.

We are neither the cheapest nor the most expensive but our fees are very fair.

Our VALUE lies in our:

  • Planning Ability
  • Long term historical perspective and experience
  • Ability to help you respond wisely to the changes in your circumstances, markets, and government decisions.
  • Capacity to help you avoid the big mistakes
  • Determination to get you to where you want to be

Typical fees for one-off advice range from $1,100- $3,300

Typical fees for ongoing strategic advice and review range from $1,650pa- $3,300pa. Fees for management of investments are additional.