Fee Schedule

Financial Advice Fees
  • Initial Consultation: $250 (90 minutes).
  • Financial Advice: $228 per hour.
  • Statement of Advice ("financial plan"): Fees typically range from $2,200 to $5,000, however will reflect the time and complexity involved.  
  • Review Meetings: $464 per meeting (120 minutes).

Investment Strategy
  • Investment Policy Statement (IPS) - initial setup: $3,740
  • Investment Policy Statement (IPS) - review: $880

Portfolio Management Service (PMS)
  • Portfolio Management Service (PMS): $2,899 per account plus 0.27% p.a. of assets under advice (min. $927/qtr)
  • PMS includes annual review and IPS update.  Additional meetings may be arranged at a cost of $464.
Insurance
  • Insurance Advice & Applications: $184 per hour.
  • Insurance Reviews/Claims: $141 per hour.
  • Business Succession Planning: $176 per hour.

Other Services
  • Administration services: $55 per hour.
  • Advisory Services "After Hours": $273 per hour.
  • Meeting at your home or office: add $113 per meeting (<50km Melbourne CBD).

Wholesale investors (minimum $5.0 m)
  • Strategic Review Service: from $7,920 per engagement.
  • Portfolio Management: $9,900 p.a. plus 0.11% p.a. of assets under management.
  • Investment Committee/Board Member: from $3,410 per quarter.

All Fees are inclusive of GST.  Fee Schedule is current as at 1 December 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.

Unless specifically agreed upon prior to undertaking an assignment, all our fees are subject to our Satisfaction Guarantee.

Third Sector Advantage T/A Insight Wealth Solutions is a Corporate Authorised Representative of Synchron, Australian Financial Services License 243313