Fees outlined below:
Free Consultation
Our first meeting to discuss how we can help you, is a free no obligation consultation. To express your interest click here.
A Comprehensive Financial Plan
You will receive a written plan.
- Single $600 – $1,200
- Family $900 – $1,800
- Self Employed $900 – $3,000
- Retiree $700 – $1,800
- Trust/Estate $900 – $3,000
- Fees depending on complexity and time
A Targeted Plan
You will receive written advice covering the areas that you choose.
- Fees depending on complexity and time
Investment Transaction Service
Buying and selling investments on your instructions.
- 0.4% to 0.6% for bonds and shares
- Up to 1.50% for managed fund investments
- Fees depending on complexity and time
KiwiSaver Service
Selecting a scheme and fund.
- When you join KiwiSaver our advice is free
Reviewing scheme, fund and risk profile.
- Advice is in writing and costs $180
Uplifting KiwiSaver funds as a deposit fund for first home.
- Paperwork $70
Join our “KiwiSaver check-up” service.
- You will be emailed a checklist annually, to decide whether you need to review your financial situation and investment funds
Personal and Business Insurance
You receive a written plan covering the areas you choose
- Covers life insurance, income protection, total permanent disability, medical, business, house and contents
- There are no fees, as commissions will be received
- All fees will be agreed depending upon on the complexity and time
- Reviewing your current policies.
- All Fees will be agreed upon depending on complexity and time.
Please note:All fees are quoted GST exclusive
Disclaimer:
Disclosure Statements are available on request. We endeavour to ensure the material is free from error including accuracy, reliability, relevance or completeness of the information. We are not obligated to update or correct information after the date of publication