Your unique values and financial landscape are at the heart of our service. That's why we exclusively work with a select group of clients, ensuring we're highly responsive to your needs.

Fees and charges

THE PRIVATE WEALTH PATHWAY - individuals and couples

We don’t charge for our initial meeting. We like to know your needs before determining the appropriate fees. 
 
We believe in charging for the services we provide and so charge separately for Strategic Advice and Investment Management.  Where applicable, we may also receive Mortgage and Insurance Commissions.  All fees will be explained to you before you are required to pay anything.
 
For Strategic Advice, your fee is based on the level of complexity of the services you need. We operate a 3-tier system. At the lower end of complexity our clients can expect to pay between $5,500 and $11,000 in the first year and $4,400 and $6,600 per annum for ongoing service*.  In the middle tier clients can expect to pay between $8,800 and $17,600 in the first year and $8,800 -$13,200 per year for ongoing service*.  At the high of complexity, clients can expect to pay upwards of $22,000 in the first year and $13,200 per year thereafter for ongoing advice*.
 
Where we manage investments we charge a fee of 0.88% of funds under management. The percentage fee may be lower for larger portfolio.
 
Our total fee (Strategic Advice and Investment Management) for any one client is capped at $55,000 per year* regardless of the sum of funds under management.  This represents exceptional value by industry standards for high-net wealth clients who have substantial funds to invest.
 
Our fees are renegotiated annually based on your needs and can be cancelled at any time.
 
You may also need to pay fees for external services that we recommend, for example estate planning and accounting advice.  We will discuss any fees with you before we commence any work.
 
For more information on our services and our fees, please contact us or click on the link below to our  Financial Services Guide (FSG).

* All stated fees are inclusive of GST.
* All stated fees are subject to an inflation adjusted increase each year.

THE FAMILY WEALTH PATHWAY - high net wealth families

We don’t charge for our initial meeting. We like to know your needs before determining the appropriate fees. 
 
Our comprehensive fee for the implementation of The Family Wealth Pathway will be negotiated based on complexity and services required, but is capped at $110,000 for the first year and $55,000 for each year thereafter, (unless funds under management are greater than $100million). We believe this to be very competitive by industry standards for high-net wealth clients.
 
Where applicable, we may also receive mortgage and insurance Commissions.  All fees will be explained to you before you are required to pay anything.
 
The fee will include all wealth management services related to the 'family wealth'. Individual family members who require their own forecasting, investing and financial advice and or services will attract fees as for our Private Wealth clients.
 
Our fees are renegotiated annually based on your needs and can be cancelled at any time.
 
You may also need to pay fees for external services that we recommend, for example estate planning and accounting advice.  We will discuss any fees with you before we commence any work.
 
For more information on our services and our fees, please contact us or click on the link below to our Financial Services Guide (FSG).
* All stated fees are inclusive of GST.
* All stated fees are subject to an inflation adjusted increase each year.