Personal Client Services
Fees
Pricing is variable based on the solution that we customise for you, and in many cases, fees are tax deductible. You can make as many or as few of the decisions as you’d like, changing this level of involvement as you see fit. This leaves you to focus on what matters.
Specific services offered that you may wish to consider include:
- Investment portfolio administration including reinvesting dividends, managing corporate actions such as dividend reinvestment plans, managing/rolling over term deposits
- Personal management including paying household bills, managing utilities, arranging for medical care, moving into further care if required
- Property management including managing investment properties, collecting rent, organising repairs, selling property, transferring ownership.
Fees start from:
| Investible asset value | Annual fees |
| Up to $1 million | 1.375%* |
| $1 million to $3 million | 1.1% |
| Over $3 million | Negotiable depending on circumstances |
* To ensure we can provide a high standard of service to you, a minimum annual fee of $6875 applies
Fees are calculated on the value of assets at commencement, and charged monthly in arrears. All prices are inclusive of GST. They are reviewed annually.
We have a range of additional services that are available to our existing clients at competitive rates including:
- Financial advice
- Tax advice
- Tax returns
- Reconstructing capital gains tax records
- Estate planning
- Estate administration.
For more information on our fees and charges, please see our Financial Services Guide.
Contact us
To find out more about our services call 1800 622 812 or email
