We offer clients three levels of financial advice.
Read more about our advice levels here
New Client Forms
New clients will need to complete the one page client form and supply the requisite supporting documentation. The forms can be found below:
1. New Client Form - Individual and Joint Investors
2. New Client Form - Trust (please note we are currently not accepting Trusts as new clients)
3. New Client Form – Company (please note we are currently not accepting Companies as new clients)
Financial Advisory Services
For investors who would like to receive financial advice, we have three different service levels
1. Class Advice - $595+GST p.a. for 12 months of financial advice
2. Personalised Advice - $1,500+GST p.a. for 12 months of financial advice
3. Portfolio Management - Price on request. Typically between $1,750 - $4,000+GST pa (which includes our Class Advice service)
Broking Service - No Financial Advice
This service is used for those who wish to buy and sell shares, under instruction only, without financial advice.
To view our Disclosure Statements please click on the links below:
