Receive financial planning advice and portfolio management services from one of Australia’s largest and longest standing privately-owned ethical investment specialists

How we charge

We do not charge a fee for the initial consultation, which gives you the opportunity to discuss your needs and what you are hoping to achieve from seeking financial advice.

If you decide to proceed to the advice stage, a quote will be provided for the preparation of a Statement of Advice (Financial Plan).

We operate on a fee-for-service basis, which includes flat rate fees for our financial planning services and percentage-based fees if we proceed to look after your investment portfolio for you. We are committed to helping you understand the fees you will be paying before you proceed with any of our services, and you are encouraged to ask us about anything that you do not understand. The Statement of Advice will disclose the fees that we will charge for implementing the advice or for signing up to one of our portfolio management services.

For further information please ask us for our Financial Services Guide.