Transparency of Fees

Wealth Builder Hourly Rate

Suits investors who are disciplined in managing their own finances and are looking for some guidance concerning their existing financial strategies.

• Charged in 15 minute blocks;
• Does not include a proactive advice approach;
• Any advice is reactionary to client’s questions or enquiries;
• We respond to your calls or emails which are charged in 15 minute blocks (1 unit);
• If advice is to be issued it will be quoted and agreed beforehand.

Comprehensive Wealth Package

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

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 an additional professional SOA fee is required, this would be advised and quoted in advance. Starting at $990.

Private Wealth Package

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.