We work with people from all walks of life, however, we work best with people thinking about preparing for retirement. Generally, they've built up a healthy level of super and investments they need advice on. We’d love to help everyone, but as a small team delivering full-service advice, we can’t work with every person who enquires. To ensure we can serve our clients at the highest standard, our advisory relationships have a minimum fee of $7,700 p.a.

One-off financial advice fees are generally deductible to the extent that they relate to tax advice. Ongoing financial advice fees are generally deductible to the extent that relate to producing assessable income. Before claiming a deduction, we recommend sharing your Summary of Advice, invoices, and our estimate on what may be deductible to you with your qualified accountant.  

You may be able to pay advice fees from your super account if particular requirements are met including the nature of the advice, what super accounts you hold and or what super accounts are recommended by us. Advice fees paid from super may attract a tax rebate of up to 14%, however, these rebates vary between funds.

We focus on proven investments such as cash, term deposits, shares, ETF’s, managed funds, and property. We avoid overly speculative investments and get rich quick schemes. We have access to private market opportunities including private equity, venture capital, real assets, and hedge funds. This diverse set of assets encompasses a broader range of strategies, that allow investors to generate absolute returns uncorrelated to traditional investment markets. Private market opportunities are generally appropriate for clients with portfolios exceeding $2m.

Our one-off fee for foundation advice is $7,700. Our ongoing fees are $600pm plus 0.60% on the assets under advice. Payment methods include a combination of direct debit, via investment accounts or from your super.