Our fee schedules

We have many fee schedules to cater for the needs of our clients. The three schedules below will give you an illustration of our services, pricing and fees.

Choose the service to explore

Are you interested in investment management, financial planning or both?

  • Discretionary Portfolio Service

    For those looking to hand over responsibility for their investments to an investment manager,

    View schedule of fees

  • Core Managed Portfolio Service with Financial Planning review

    A range of tailored investment solutions provided by our in-house experts.

    View schedule of fees

  • Discretionary Portfolio Service with Financial Planning

    Our financial planners and investment managers work with you to achieve your financial goals.

    View schedule of fees