Our Fees

Our advice and service offering is scalable to enable us to assist clients at all stages of their life to grow and protect their wealth.

Your initial consultation is provided free of charge and you are under no obligation to proceed. Following an in-depth discussion of your situation we will identify and discuss with you the services you may require. At this stage we will provide a proposal to develop our advice for a fixed fee.

Once we have agreed your superannuation investment strategy we will agree the most appropriate investment solutions for your needs.

The ongoing cost for the monitoring, management and regular reporting of your financial plan and strategies will depend on the level of complexity of your situation, the amount of work involved and any specific requirements you may have.

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