Fees

As a Qualified Institutional Buyer (QIB) we make a small wholesaler spread on bonds, otherwise we operate as a professional firm on a fee only basis, that is ... Fees are agreed in advance and are transparent We won't undertake work unless we believe we can create value for you and make you an advocate of ours.

Fees for typical services

There is no charge for an initial meeting to explore how we might assist

We charge an agreed flat fee to provide initial advice; this is often between $3,000 and $10,000 and may be less for a limited scope of work such as an Investment Review.

Our retainer for ongoing support which includes money management services is a reducing % of assets advised, subject to a minimum annual charge. For large investments our fees can be a fixed $ amount.

We work hard to find you savings. Our professional fee is often subsidised by reduced investment and administration costs. We do not charge by the hour as we don't want our clients to be afraid of contacting us.

If our services are not a good fit for you, we are happy to introduce you to others.