Transparency of Fees

Package 1

Wealth Builder Hourly Rate

$375 – $525 per hour

Charged in 15 minute blocks: This package is not a proactive advice approach and only reactionary. It does not include active advice – we will not contact you at any time unless you have called or emailed us in which case, we will return the call and you will be charged the 15-minute blocks (or 1 unit). If advice is to be issued it will be quoted and agreed beforehand.

Package 2

Comprehensive Wealth Package

$4,500 – $8,000 p.a

Suits investors who are looking to actively protect the wealth they have, build it or are still building.

This package is best if you:

  • Are committed to financial success but lack the time and discipline to do it on your own;
  • Have up to $800,000 of investable assets;
  • Have a combined income of between $100,000 and $300,000 p.a.;
  • Have excess cashflow after all commitments;
  • Are still a few years away from retirement, or fully retired and need guidance;
  • Understand markets and want access to a more proactive advice model.

If the extent of this professional Advice is unusually extensive and additional professional SOA fee is necessary, this would be advised and quoted in advance. Starting at $990.

Package 3

Private Wealth Package

$8,000 – $16,500 p.a

This package suits those who have established financial foundations, but your affairs have become more complex, and you do not have the time to maintain your own wealth.

This package is best if you:

  • Are committed to financial success but lack time to do it on your own;
  • Have more than $800,000 of investable assets;
  • A combined income of over $300,000 p.a.;
  • Have excess cash flows after all commitments;
  • Are a few years away from retirement, or fully retired and have a good asset base;
  • Have some understanding of markets and want more proactive and complex advice.

This package is inclusive of professional Advice that is unusually extensive and additional professional SOA if required. The price is dependent on your financial situation.

 

At EPG Wealth, we pride ourselves in the transparency we provide regarding our service standards and fees. We understand that every individual and family have different and unique sets of goals that require a bespoke service level and package.

With this in mind, we have several service packages to ensure that our clients at all stages of life have an option that suits their needs. This means that although we have some flat-fee comprehensive packages offering 12-month fixed term service, we also have hourly rate packages which may be more suited towards younger clients who are still growing their wealth.

We encourage all prospective clients to research who they are entrusting their financial wellbeing with. This involves meeting with several financial advisers to see who you are most comfortable with and gaining a greater understanding of how fees are charged and what the advice process encompasses.

Some people believe that obtaining advice is too expensive, however, we believe that the long-term implications of not obtaining advice is even costlier.

There are several ways in which a financial advisor can add value – among these benefits are guidance on developing an overall investment strategy, asset allocation, minimizing taxes, rebalancing and how to structure/time withdrawals from your accounts. Most importantly, a financial adviser can help prevent your emotions from intervening with your long-term investment strategy – crucial to the growth of any portfolio.

Studies have also found that expert financial advice can boost an investor’s return by 3.75 per cent (Russell Investments).

For a further breakdown and dollar figures of our fees see in the table above. If you are interested in taking charge of your financial future, feel free to contact one of our advisers.

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