Relationships

We maintain an ongoing relationship with our clients for two reasons:

The first is to keep you accountable to the game plan so that you stay on track to what you wanted to achieve. The second is to keep up to date with changes in your life, investment markets and legislation so that we don’t miss out on any opportunities and to ensure you don’t make any costly mistakes.

Unlike other financial planning firms that dictate the terms of engagement, we recognise that our clients have different needs at each stage of life so offer three options for you to choose from:

- Private Client Service

This service is for clients with a large portfolio or financial complexity or whose situation is subject to constant change.  The fee for this service ranges between $4,400pa and $13,200pa.

This service includes the following:

  • Face to face review appointments every six months (or as required)
  • Regular calls to keep up to date with changes in your life
  • Federal Budget update and tax planning in May
  • We work with your other trusted advisers (accountant, lawyer, brokers, property advocates)
  • We do everything we can to keep your financial house organised, keep you informed and disciplined to the investment strategy

- Membership Service

This service is for clients who don’t have a high level of complexity but still want an independent adviser to keep in touch.  We maintain regular contact and keep you accountable to your goals.  The fee for this service ranges between $1,320pa and $1,980pa.

This service includes the following:
  • An annual review appointment and phone calls during the year to check on your progress
  • You can contact us for factual information and general advice as required.  If the advice you need is specific we must by law document this which is payable at our hourly rates
  • We regularly send out information to keep you informed and disciplined to the investment strategy

- Hourly Rates

If we agree that neither ongoing service is appropriate for you or if our ongoing service is declined or cancelled by you, any ongoing service will be provided at our currently hourly rates.

 

Contact us now to take the first step

 


independent financial adviser 

independent financial advice
conflict free advice
independent financial advice
conflict free advice