Service Fee Guide

Written on the 15 September 2016 by Arrow

We are a Fee for Service Practice, which means that you only pay for services that you agreed upon, and are given.

There is no charge to meet with us initially to discuss your situation and your desired outcome.( this is usually over at least 2 meetings)

INITIAL FEES

We tailor our service packages to suit you and your family.

The cost of your advice will vary depending on the complexity, structure and value of your advice.

We will advice you of the expected fees and gain your agreeance  to them before  proceeding .

Once you instruct us to proceed a Commitment Fee is payable, (ranging between $300 to less than $1500.00) to prepare the legally required documentation.

ONGOING SERVICE AND FEES

To help keep our recommendations current and appropriate to your changing circumstances, we will recommend if an ongoing service is suitable and can tailor a package to suit your financial needs and changes in lifestyle.

Your ongoing service agreement will set out the services that we both agree will be provided to you so that you have peace of mind that your financial needs, goals and objectives continue to be looked after.

The agreement will clearly define the services we will provide to you, the ongoing fees you will pay, and how you or we can change or end the arrangement.

 

                                                                                                                                                                                                                                                                                                                                                                    
                            


ArrowAuthor:Arrow

The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.
Whilst Arrow Focus on Wealth Pty Ltd is of the view the contents of this website is based on information which is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Arrow Focus on Wealth Pty Ltd or GPS Wealth Ltd or any officer, agent or employee of Arrow Focus on Wealth Pty Ltd or GPS Wealth Ltd.

GPS Wealth Ltd Head Office Level 15,115 Pitt Street ,Sydney. NSW 2000 Info@eastonwealth.com.au Tel: (02)8074 8599

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