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