Fee Schedule
Financial Advice Fees
Investment Strategy
Portfolio Management Service (PMS)
|
Insurance
Other Services
Wholesale investors (minimum $5.0 m)
|
All Fees are inclusive of GST. Fee Schedule is current as at 1 January 2017
Prior to commencing the advice process we will, wherever possible, provide you with a written estimate of costs, expected completion dates and implementation costs. Learn more about our Advice Process here.
Unless specifically agreed upon prior to undertaking an assignment, all our fees are subject to our Satisfaction Guarantee.
Unless specifically agreed upon prior to undertaking an assignment, all our fees are subject to our Satisfaction Guarantee.