Our Fees
Great financial advice pays for itself. But you deserve to know how we charge before you commit.
We work on a fee-for-service basis - no hidden costs, no surprises.
How We Think About Our Role
We don't think of ourselves as just financial advisers. We work in three distinct phases - each one building on the last - to design, build and protect your financial future.
PHASE ONE
Architects
Design
Before anything is built, it needs to be designed. We take the time to understand your life, your goals, and your values - then draw up a financial blueprint that makes your most desired future possible.
PHASE TWO
Builders
Build
A great plan only works if it's implemented correctly. We manage the full execution of your strategy - applying, transacting and putting every recommendation into action so nothing falls through the cracks.
PHASE THREE
Maintenance
Manage
This is where the long-term relationship begins. We meet regularly, review your progress, and adapt your strategy as your life changes - making sure every financial decision continues to support what matters most to you and your family.
2026 Fee Schedule
| Service | What's included | Fee (incl. GST) |
|---|---|---|
| Discovery & strategy meeting | An honest conversation to understand your goals, identify key issues, and explore the strategies that could work for you. | $550 inc gst. Obligation-free |
| Statement of Advice (SOA) | A personalised financial plan covering superannuation, investments, insurance, and debt strategies. | $3,300 – $6,600 |
| Complex structures / business advice | Advice involving trusts, companies, or SMSFs — where the strategy requires a higher level of technical depth. | $5,500 – $22,000 |
| Service | What's included | Fee (incl. GST) |
|---|---|---|
| Investment, superannuation & pension establishment | Full execution of your recommended strategies — applying, transacting, and implementing every step correctly. | $1,100 – $5,500 per account Subject to complexity |
| Service tier | What's included | Fee (incl. GST) |
|---|---|---|
| Core service Portfolios under $1M |
Regular review meetings, strategic updates, and access to your adviser as your life and circumstances evolve. | From $366/month |
| Comprehensive service Portfolios over $1M |
A tailored, high-touch service for clients with more complex needs, larger portfolios, or multiple structures to manage. | From $825/month |
— All fees include GST and are confirmed in writing before any work begins.
— Fees are typically funded from your superannuation, pension, or investment balance - not out of pocket.
— Fees are charged at the end of the advice process, once you are satisfied with your plan.
— Fees are subject to change. Refer to our Financial Services Guide for full details.
— Where personal insurance is arranged, commission may be received. This is fully disclosed in your FSG and Statement of Advice.
