Invest in your future ...
We firmly believe in a set fee approach for our services. That is, our fees are based on our cost estimate of the time and effort for work undertaken. Our fees are not related to the value of your wealth and we do not accept commissions as payment for our services.
| Service | Description | Amount | Comments |
|---|---|---|---|
| Initial Consultation | Up to one hour initial meeting at our offices. (Takapuna or Auckland City) | Free | An opportunity for you to find out about us, for us to find out about you and whether our services are suitable for your needs. |
| Wealth Review | 2 meetings including presentation of Wealth Report with our comments and recommendations | $350 | A stand alone no obligation report for you to keep. Valuable in its own right but full value not realised until action is taken. |
| Investment Management | Investment Implementation | $500-$1,500 | A set fee depending on complexity of investment program to set up. |
| Investment Management | |||
| Basalt Service | $500 per year | An annual review and some access to your Advisor. | |
| Quartzite Service | $1,250 per year | Portfolio monitored; an annual review, 2 updates and access to Advisor. | |
| Granite Service | $2,000-$8,000 per year | Portfolio customised and monitored. Unlimited contact and access to Advisor. Frequent updates. | |
| Ad hoc Advice | Advice provided on an hourly basis | $225 per hour |