Always transparent on fees
We are proud of how hard we work for our fees and believe we have one of the most competitively priced offerings in our industry.
Please take a look at our client agreement for further detail on the services we offer and associated charges.
3%
Maximum initial sign up fee
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Provide full guidance to support your financial decision |
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Handle all fund and policy administration on your behalf |
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Provide regular updates to keep you informed of progress |
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Ensure all your documents are issued in line with your expectations |
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Provide confirmation of all actions taken on your behalf in writing |
0.75% - 0.95% p/a
Maximum ongoing fee
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Structured reviews to give you peace of mind |
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An assessment of your circumstances and any changes to your plans that are needed |
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Regular updates and information regarding your holdings |
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A choice of differing levels of support depending on your needs |
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Ongoing support with correspondence and administration issues |