Financial Advisor Fees Sunshine Coast
In our first and complementary consultation with you, our advisers will seek to broadly understand your current situation (financials, life stage, other aspects) as well as discuss our initial advice fee and ongoing fees associated with our services.
Prior to preparing any advice or providing any financial services to you, we will agree upon the remuneration that will apply. This will be confirmed by a Letter of Engagement that will outline the scope of advice and financial services proposal including a fee quote for same, which must be signed by yourself and a Guide Financial Director.
The cost of providing a financial advice service to you, including initial consultation, strategy development, product considerations and a statement of advice (including implementation of that advice) will depend upon the nature and complexity of the advice and or service provided. You will be charged a fee-for-service for this.