Fees and Charges Compared

With the introduction of the Financial Services Reform Act all financial institutions must clearly disclose all their fees and charges. This will be disclosed in the Financial Services Guide (FSG). The information contained below has been extracted from the FSG's of some of Australia's largest planning organisations. We are extremely proud that we are have evolved with our clients to deliver what they want-superb value for money.

The table compares the upfront and ongoing fees that we charge compared to others in the market. Our fee structure is low because of time savings made through no face to face meetings with clients (fees as at June 2005)

Company	Plan Fee	Investment Fee	Ongoing Fee
ANZ	Up to adviser	0-5%	0-5%
IPAC	$500-$7,000	up to 2.75%	up to 1.32%
CBA	$1,000-$10,000	up to 5.0%	up to 1.00%
Retireinvest	Up to adviser	0-5%	up to 1.1%
Our Fees	$500-$700	0%	0.50%

Other Areas of Interest

Request a Fact Find

Questions to ask your adviser

Fees and Charges

Frequently Asked Questions