The Cost of our Financial Service

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