Learn about our fees

  • We do not charge for an initial call or face-to-face meeting where we get to know you.

    Our first conversation is on us. It's a chance for us to learn about your ambitions and for you to see how we can help, completely free of charge.

    When you engage us, you're hiring a dedicated expert to build and protect your wealth. We handle the complexity, so you can focus on what matters most.

    Your All-Inclusive Service advice fee unlocks a complete wealth management service, including:

    • A personalised financial strategy and portfolio design.

    • Full implementation and administration.

    • Proactive portfolio monitoring and adjustments.

    • Regular progress reviews and unlimited access to your adviser.

    Your Annual Investment Fees

    1. Our Advice Fee: Up to 1.0% of your portfolio value for investment services or up to 0.75% of your portfolio for KiwiSaver services.

    2. Platform Administration Fee: up to 0.25% charged by our custodial partner, Consilium WRAP, who securely holds your investments.

    3. Underlying Fund Fees: These are fees from the fund managers themselves so this fee is different for each client. We work to keep this low. We pass all available rebates directly back to you.

    The fees you pay for our advice and the platform administration are tax-deductible, reducing your net cost and helping your portfolio work even harder for you.

    No Hidden Costs

    Any other potential costs, like brokerage for share trades, are minimal and will always be disclosed to you in writing before any action is taken. Our commitment is full transparency, always.