All new clients start with an initial consultation where we look at your current situation, your goals and objectives and identify what your financial planning needs are.
The initial consultation can last between 1 and 1.5 hours and at the conclusion we will discuss any further action or advice that may be required. $495 set fee.
In some instances we are able to provide the advice you need during the initial consultation and in these situations you will receive a short written summary of what was discussed. However, if your situation is such that you need more complex strategic advice then you may need a more detailed statement of advice or comprehensive financial plan. For any additional advice you may be charged an hourly rate or a set fee. At all time we will endeavour to provide you with the level of advice that is most appropriate for your needs.
For ongoing advice you have the option of paying an hourly rate of $330 per hour or taking up one of our annual membership options.
Ongoing advice includes client meetings, reviews, reports, phone and email advice and administrative time involved in maintaining your client file.
WFN membership options are as follows:
Bronze Membership $880 per annum (maximum 3 hours advice PA)
Best suited to clients who are just getting started or those who just require ad-hoc financial advice from time to time. It will also suit ongoing investment clients who have an investment portfolio of $100,000 or less.
Silver Membership $1,650 per annum (maximum 6 hours advice PA)
The membership is suited to those clients wanting to become more active with their money, those who required more regular advice or ongoing investment clients who have an investment portfolio under $250,000.
Gold Membership $3,850 per annum (maximum 15 hours advice PA)
Suits more active investors who have an investment portfolio greater than $250,000 but less than $1,000,000.
Platinum Membership $7,150 per annum (maximum 30 hours advice PA)
This membership is for those clients who have a portfolio that is greater than $1,000,000 or clients who have complex investments or strategies in place.
Only applicable to those clients who have investments we directly manage on their behalf. This is an annual fee which covers the costs involved in the ongoing investment research we do on behalf of our investor clients. The research fee is based on the portfolio value as follows:
Portfolio Value Research Fee
Family Law, collaborative & non-collaborative is charged at an hourly rate. Clients requiring advice in relation to property and/or asset settlements will be charged hourly rate for any meetings, discussion or advice provided.
$385 per hour.