fees
At Brisbane Wealth, we believe advice should be structured, considered, and delivered with clarity around cost. Our fees are designed to reflect the work involved, the responsibility we carry, and the long-term value we aim to provide.
We do charge a one-off initial advice fee, which is determined by your personal circumstances and will be discussed and agreed with you before the preparation of your Statement of Advice. This initial advice fee becomes payable once your Statement of Advice has been presented. If you choose to proceed to the presentation stage, but ultimately decide not to implement the recommendations, the fee remains payable. This reflects the time, analysis, and professional input required to develop your holistic strategy.
This fee applies where we are responsible for managing your investment portfolio and providing ongoing advice, review, and strategic oversight.
When Ongoing Fees Apply
Where we are not actively managing a portfolio due to your personal circumstances, no ongoing fee will be charged. However, once we begin providing investment advice and portfolio management, the ongoing fee will apply. This ensures alignment between the advice you receive and the fee you pay.
A Fair and Considered Approach
You understand what you are paying, when it is payable, and what you receive in return. There are no hidden costs and no unnecessary complexity.
Most importantly, our fees are aligned to a long-term relationship. As your financial position evolves, we continue to provide guidance, structure, and accountability to ensure your strategy remains on track.
our commitment
With clarity. With integrity.
And with a focus on long term value for both sides of the relationship.