National Financial Solutions did operate with a  ‘fee for service’ charging structure.  This means that we charged a one off fee for a comprehensive statement of advice.  We did not charge entry or exit fees for any investments recommended.

The average fee for the preparation of your Statement of Advice is $500 (ex GST). This fee was not payable until we began work on your plan, and we never completed any work where you were charged a fee without your prior consent. The table below shows the fees for each stage of the process.

If you proceed with the recommendations that are contained in your plan there are no implementation charges. All entry and exit fees are 100% rebated. Where this is not possible we will provide a cash rebate to you to ensure that you do not have any other fees.

Ongoing fees are charged and this is on average 0.50% of the value of the funds for which we are providing advice on. The exact details of the ongoing fees and charges, and our ongoing services standards are detailed in your personal Statement of Advice.

Obviously you are entitled to shop around for Financial Advisers.  If you do, you will notice that our service is one of the most competitive (if not the most) available. However this does not mean the advice we provide is in any manner generic. All plans are individually prepared, our fees are lower simply because we do not meet with you face to face. This saves us time, and saves you money, but does not affect quality.

Note that NFS no longer provides financial planning services.

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