Our fee-for-service approach means we charge an annual fee. This covers all our work for the year. There are no other fees or charges for preparing Statements of Advice or implementing recommendations, nor do we charge asset-based fees. We do not receive any form of commission or remuneration from financial institutions.

Under normal circumstances, we normally seek the expertise of a Financial Adviser when we are setting financial goals through different stages of life. However, there is another crucial time where the knowledge of a Financial Adviser can be a key component in making life much easier.

A Self Managed Super Fund (SMSF)  purpose is similar to that of a regular superannuation account however can potentially provide cost benefits as well as flexibility with what your retirement savings are invested in, ranging from physical gold to shares to artwork and even business premises. This article will introduce some of the costs of having a SMSF.