•  All Asset Adviser (active): Complete provision of advice across all your financial affairs, across all entities, and with an active asset management mandate. Includes comprehensive initial SOA, and regular portfolio reviews.
• All Asset Adviser (passive): Complete provision of advice across all your financial affairs, across all entities, and with zero active asset management, but routine monitoring. Includes comprehensive initial SOA, and regular portfolio reviews.
• Asset Management and Advice: Annual provision of advice across your non-complex affairs, with an active asset management mandate. Includes comprehensive initial SOA, and yearly portfolio reviews.
• Advice Only: Full Statement of Advice, Cash Flow Planning, Scenario Analysis, Financial Modelling and with recommendations (no implementation).
• Restricted Advice: Includes Restricted Statement of Advice specific to a single purpose (Insurance, Tax Structured Products, Wholesale Investment Opportunities)
• Administration:  Your choice of what services including Tax & Super Assist, Super Post-Box, investment reportage, preparation of a SIS compliant Investment Strategy, access to documents on demand, Praemium Real-Time Reporting capabilities.
• Engagement: On an hourly basis or for a predetermined period.

Prices vary from client to client and are a function of your total asset value, family circumstances, complexity of your affairs, the value that we can contribute as well as other variables. Please note that all our fees are charged on a quarterly or half-yearly basis unless otherwise agreed.

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