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Our Fees
Sydney Financial Services is a fee for service practice, meaning we will not receive commissions from your investments.
Our fee models
When do we agree on fees?
At your first meeting when we agree on the “scope of advice” we will discuss your fees. Once fees are agreed we will proceed to the next stage of our advice process.
Advice Fee
This is an annual fee (but may be collected monthly, quarterly or annually) for the required maintenance of your financial plan. This fee is transparent and the services it covers will be discussed with you and disclosed to you in your ongoing advice agreement. You and your adviser will sign the ongoing advice agreement after you agree to become our client. This fee will depend on the complexity of your financial plan and the amount of work required maintaining it every year going forward.
The fee we charge will be based either on a percentage of your portfolio or a flat dollar amount and it ranges from $800 to $10,000 per annum.
Initial (set up) fee
Our fixed quote method is calculated based on the amount of time required to understand you and the complexity of your financial situation along with the agreed “scope of advice” (what areas of advice you require).
This is a one-off fee charged for the initial set up of your long term financial plan. Our fixed quotes range from $1,950 to $10,700.
Hourly rate
Our hourly rate ranges between $250 - $440 per hour depending on the experience and expertise of the financial planner you are working with. This model is generally appropriate if you have a specific question or request that you would like us to help you with and it is out of normal scope of advice.
Methods of payment
Our advice can be paid for in the following ways:
- Direct debit (from your bank account or credit card)
- Cheque
- Direct debit (from your investments)
Contact Us
Sydney: 02 9328 0876
Illawara: 02 4229 8533
Email us: email@sydneyfinancialservices.com.au
Locate an office near you:
