Murteza Behrami

We offer a free consultation to potential new clients and depending on the services you require the following fees can apply:

• Initial Advice fee:

This fee covers the cost of gathering information, conducting research, preparing the advice and may include implementation of recommendations.

The fee you will be charged depends on the complexity of your circumstances, the recommended strategies and the time taken to prepare the financial plan.

These fees may be a fixed dollar amount (from $1,200 to $12,600), or where the advice is highly specialised the initial advice fee may be calculated on an hourly basis and range from $330 to $770 per hour.

At least 25% of the initial advice fee will be charged as a non-refundable deposit at engagement, with the remaining 75% due and payable when the advice is presented.

• Fixed Term Service Agreement (retainer) advice fees:

If you elect to receive advice services from your advisor under a Fixed Term Service Agreement for a period up to 12 months, fees are applied based on the desired frequency of contact with your advisor and the complexity of your circumstances. These fees include a fixed dollar base cost amount (from $2,900 per 12- month period) and may also include a specialist advice component which is based on a percentage (between 0.35% pa to 0.90% pa) of the value of your portfolio.

For example, if the value of your portfolio is $100,000 and is considered complex investment advice, a 0.90% pa advice fee applies, and you will therefore be charged an amount of up to $900 for a 12-month Fixed Term Service Agreement in addition to the $2,900 base cost.

Fees and commissions charged by platform operators and service providers may be calculated on the balance of your portfolio held with them, and the amount charged may vary based on the operator and service provider. Details of the fee may be contained in the relevant PDS, SOA, and will be available on request.

• One-off advice fees:

If you receive one off or ad-hoc advice from us, we may charge a fee. These fees are calculated on an hourly basis and range from $330 to $770 per hour.

Please refer to our Financial Services Guide for more information about fees.