About Our Fees
Why Join us as a Client
We do our best work for clients who demonstrate the following characteristics:
1. You are motivated to improve your financial position and achieve financial peace of mind.
2. You have a level of financial complexity in your life that requires the assistance of a specialist.
3. You want to outsource areas of your financial management, either due to a lack of time or expertise.
What to Expect When You Get Started
It starts with a 15-minute phone call with our Managing Director, Pat Casey to see if we are the right firm to help you. If we believe that can add value, you will then meet with Pat for a ‘Discovery Meeting’ where we get a detailed understanding of your financial position and your goals for the future.
Our 7 Step Process
ASSURE WEALTH FEE SCHEDULE
| ESSENTIALS | EMERGING | PRIVATE CLIENT | |
| Who is it Suitable For? | If you only need one-off financial advice on a specific need e.g. personal insurance such as life insurance or income protection | If you need advice on multiple strategies including super, investing, estate planning, growing wealth, savings and/or risk management | If you have multiple financial advice needs, Trust structures, a SMSF, asset protection, complex estate planning needs and you need ongoing help, advice and accountability on a regular basis |
| What Does the Typical Client Look Like? | People in their 20s or 30s who are starting out in their careers, buying their first property and building wealth.
You want to:
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People in their 30s or 40s with young children who are earning a good income, building equityand growing financial complexity. You want to:
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People in their 50s or 60s who have accumulated significant wealth through business or investment. You have multiple tax structures including Trusts and a SMSF. You want to:
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| The Complexity of your Financial Situation | Low | Medium | High |
| A Personalised Strategic Financial Plan |  |
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| Online Financial Resource Centre Subscription | (value $500 p.a) |
(value $500 p.a) |
(value $500 p.a) |
| Flexible Payment Terms - including paying our fees from your super balance | |
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| Estate Planning Facilitation –Wills, Power of Attorney and Testamentary Trust |  |
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| Investment Portfolio Management | |
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| Wealth Progress Meeting – to make sure you’re on track to achieve your financial goals | |
Once a year | Every 6 months |
| Lifetime Cash Flow Modelling for Retirement | |
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| Multi-Entity (Trusts, SMSF, Companies) | |
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| Initial Advice Fee (12 monthly payments -including GST) | $2,200 OR $199 per month paid over 12 months |
$3,300 OR $299 per month paid over 12 months |
$5,500 OR $499 per month paid over 12 months |
| Ongoing Advice Fee (monthly payment - including GST) | $0 |
$299 per month |
$499 - $899 per month |
