Services Fees.

Keeping things simple.

We prefer to devote the great bulk of our time to making your life easier, not harder. So to keep things simple and transparent, we apply a straightforward, easy to understand fee for our services, no 'hidden' investment commissions.

You can choose to pay for our fees either directly to us (like your Accountant or Lawyer), or if you prefer, through your chosen superannuation or investment fund - the choice is yours.

For a general guideline of our fees, please refer to our Financial Services Guide here. However, if you are looking to establish a clear pathway forward, but you would like to know what the associated costs of using a financial adviser might be, we strongly suggest that you contact us to arrange an initial ‘fact-finding’ meeting.

Once we have a full understanding of your attitudes and goals, we’ll be in a better position to tell you whether or not we can add meaningful value and also the likely costs of advice and support. Please note, initial meetings are free of charge, so it costs nothing to find out whether we can help.

SMSF trustees.

SMSF trustees typically have a reasonable level of investment knowledge and generally enjoy the flexibility and control that comes with running their own superannuation fund. However, many ‘self-directed’ clients who don’t fall strictly into the traditional adviser/client category still value advice and support, either on a regular or ad hoc basis. In these instances, we can provide a scaled down service at a reduced cost if required.

Just starting out?

We strongly believe that quality financial advice should be accessible and affordable to everyone, especially younger Australians. So to break down a common obstacle for younger clients seeking quality advice and support, we’ve significantly reduced our initial advice fees for clients under age 30. Ask about our ‘Airborne Program’.

Make an appointment. Let's talk.