Free Initial Consultation Personal Advice starting from $1650 Ongoing Advice starting from $1200 I charge asset based fees ranging from 0.55% to 1.01% Initial appointment is no charge and is at our cost. This will include some General Advice. Initial advice cost: • Simple $1,650 • Typical $2,750 • Complex $5,500 Ongoing adviser service fee: • < $500,000 - 1.01% pa • $500,000 to $1,000,000 - 0.85% pa • $1,000,000 - 0.65% The initial financial plan and ongoing service fees can generally be paid out of your investments/superannuation.
Troy is informed, accomodating and patient. All that one needs to explain and manage something as important as super.
Troy is pleasant to deal with and acknowledgeable about the business he is and imparts confidence.
troy was able to communicate complex financial information in a way that made it easy for me to understand. He also understood my priority for ethical investments at a level of risk that I am very comfortable with.
We fell very confident with Troy's advise and are happy with his management of our funds. We have already recommended his company to our friends and family.
Happy with the service provided so far
- Adviser status Gold
- Number of reviews 12
- First year providing advice 2011
- Years of experience 12
- Advanced Diploma of Financial Planning
Expert Wealth Pty LtdSuite 336, 410 Elizabeth St
Surry Hills, NSW 2010
- 8:00am – 5:00pm Monday – Friday
Expert Wealth Pty Ltd