Fees & engagement
The fees, on the table.
Most advice firms make you sit through a meeting to learn what it costs. We'd rather you walk in already knowing. Here it is, in plain English.
Fees & engagement
Most advice firms make you sit through a meeting to learn what it costs. We'd rather you walk in already knowing. Here it is, in plain English.
Publishing fees is rare in this industry. We do it because the absence of a price reads one of two ways, "cheap" or "they'll ambush me", and neither is true of us.
Every figure below comes from our Financial Services Guide, and your exact fee is always agreed in writing before any work begins. No engagement has ever started with a surprise, and none ever will.
The three fee stages
Getting started
$440
Discovery & Engagement Fee, credited against your advice
Your advice
from $6,600
fixed quote agreed at your Engagement Meeting
Ongoing partnership
from $6,600
per year, covering implementation and everything after
Your Statement of Advice fee covers the advice itself. Implementing it, and the reviews that follow, sits within the ongoing service agreement, so we only implement for clients who continue with us. All figures come from our current Financial Services Guide. Lending services through Finstyle Lending are engaged separately.
The fine print, minus the fine print
A straightforward position costs less to advise on than multiple entities, properties and super structures. Your exact fee reflects the work your situation actually requires, and you'll see it in writing at Engagement, before anything is underway.
Each stage is a decision point, not a conveyor belt. Walk away after the Clarity Call, after your Statement of Advice, or after any annual review, and you only ever pay for the stage you've agreed to. Engaging us for advice never commits you to an ongoing relationship; if you'd like us to implement the plan, that's when the ongoing service agreement begins.
How we're regulated
Finstyle Wealth Group Pty Ltd is a Corporate Authorised Representative of Gatekeeper 77 Pty Ltd, which holds an Australian Financial Services Licence. Our advisers are individually registered, and the full detail of how we operate and how we can be paid is set out in our Financial Services Guide. Read it before deciding whether our services are right for you.
Corporate AR
Finstyle Wealth Group Pty Ltd · ABN 43 645 610 330 · AR No. 001318845
Licensee
Gatekeeper 77 Pty Ltd · AFSL 557074
Brad Isaac
Authorised Representative No. 276285
Gavin Dannock
Authorised Representative No. 1309365
Common questions
It depends on how complex your situation is and how the adviser charges. Advice is usually priced in two parts: the initial advice, set out in a Statement of Advice, and an ongoing fee if you want continuing support. At Finstyle, the Statement of Advice is from $6,600 and ongoing partnership is from $6,600 a year, after a $440 Discovery & Engagement Fee that is credited against your advice. Whoever you speak with, ask for the fees in writing before you commit.
Yes. The Clarity Call is a free, no-obligation phone conversation. The first fee, the $440 Discovery & Engagement Fee, only applies if we both decide to go further, and it's credited against your Statement of Advice fee if you proceed.
No. The Statement of Advice fee buys the advice itself. Implementation and ongoing service sit under a separate ongoing partnership agreement (from $6,600 a year), which you only enter if you choose to.
The first conversation is free, and you already know the rest.
Start with a conversation Or call us on (03) 8414 0290