We aim to be Ethical and Sustainable in our business practices, a big part of this is how we charge as well as making sure we discuss our fees so that you understand what you will pay us.

We try and avoid conflicted remuneration where possible so we generally do not accept and commissions or referral fees when working for clients, we will charge you directly for our work. A sample of our fees are below:

Tax work: Most tax work is quoted before we commence and we will stick to our quoted price.

Financial, Aged Care and Estate Advice: We charge hourly for our work, a written quote will be provided and explained to you before commence, typical fees will be $1000 – $4000 + Gst for comprehensive advice including taking time to explain our advice to you.

Ongoing financial Management: We specialise in the provision of one off advice on the best strategy for your situation and do not force or encourage you to use our firm on an ongoing basis. We will never take a % based fee from any product we recommend as this method of charging does not meet our ethical values. That said there are still clients who request we assist them in managing their investments on a day to day basis, our fees for this range from $3000 + Gst for a single person to $5000 + Gst for a couple with more complex affairs. Depending on your requirements it is possible we would quote you a higher fee than this but it is not common.

Insurance Commissions: Please have a read about Insurance Commissions and our approach here.