Godfrey Pembroke led the financial planning industry by introducing a completely transparent fee-for-advice model, and we continue that tradition today. When you engage us, we’ll explain upfront exactly what services we’ll provide and what they will cost, acting only when we have your written approval. Your first meeting with us is absolutely free, with no ongoing obligation to use our services.
Because we’re an independently owned business, you can be confident we’ll only recommend investments and financial products that are in your best interests. Most importantly, we never take commissions on investment products from the financial institutions that provide them.
Here are some of the fees you may need to pay when you engage us, depending on the services you choose:
Our initial consultation (which runs for approximately 1 hour) is provided at no cost to you.
Statement of Advice fee
Where you elect to engage us to prepare a Statement of Advice (financial plan) based upon your personal circumstances and objectives, then a minimum plan preparation fee of $4,400 (incl. GST) will apply.
A fee may be charged to implement the strategic and product advice contained within your financial plan. This fee will depend upon the complexity and time required to implement your advice and will start from $4,400 (incl. GST). It may be possible to negotiate with us to ‘offset’ the plan preparation fee with the implementation fee (i.e. we will charge only the implementation fee where you agree to proceed with our advice).
Ongoing advice fees
Ongoing advice is an integral part of a robust financial plan, given that personal circumstances alter and the legal, regulatory and investment landscape is constantly changing.
Our ongoing advice fees start from $4,400pa (incl. GST).
Ongoing advice fees may be paid directly to us or can be deducted from the nominated investment account on a monthly basis.