Our fees

Generally, we charge on a 'fee for service' basis and do not receive upfront commissions, therefore you're initial investment is not reduced. Due to the design of some products, we are unable to rebate commissions on these. If this is the case, we will discuss this with you.

Some clients prefer to pay us through commissions rather than receiving an account and we are happy to accommodate this. Our fees are outlined in our Financial Services Guide and we suggest you contact us to obtain a copy. It also answers many of the commonly asked questions about financial planning services.