About: Service Packages

Standard

Normal planner/client relationship with all dealings on a professional basis, and all investments independently researched.

Fees:
3-5% upfront with standard trail paid by the Investment Providers
Plan Preparation fees are $330 - $550 inc GST
Annual Review fees are $275 inc GST
Ad hoc appointments (includes phone calls) are charged at $150 per hour (six minute intervals) - charged quarterly
Ad hoc reports are charged at $150 per hour (six minute intervals) - charged quarterly
Annual Management fee - as negotiated by Client and Planner

Gold

Normal planner/client relationship with all dealings on a professional basis, and all investments independently researched.

Plus:
Free seminar/workshop invitations - normally $20 per person
Free Annual Review - normally $275 inc GST
Quarterly Newsletter
Regular email updates
No Annual Management fee
No Plan Preparation fees (will be charged at $550 if client doesn't proceed)
Fees:
2.5% upfront with .8% pa trail
Ad hoc appointments (includes phone calls) are charged at $150 per hour (six minute intervals) - charged quarterly
Ad hoc reports are charged at $150 per hour (six minute intervals) - charged quarterly

Diamond

Normal planner/client relationship with all dealings on a professional basis, and all investments independently researched.

Plus:
Free seminar/workshop invitations - normally $20 per person
Free Annual Review - normally $275 inc GST
Free Annual Strategy meeting - normally $550 inc GST
Free client rewards dinners, golf days, economic updates etc.
Quarterly newsletter
Regular email updates
No Annual Management fee
No 'Fee for Service' invoices
No 'Plan Preparation fees' (will be charged at $550 if client doesn't proceed)
Fees:
1% upfront with 1% pa trail