ADVICE FEES SCHEDULE
Lifestyle Financial provides a range of separate services from which you can choose so that you only pay for what you need. Advice fees schedules are detailed below because Lifestyle Financial is committed to transparency and providing genuine value for money. There is no fee for the first meeting.
Proactive Portfolio Management and General Financial Strategy Advice
Personal Financial Strategy Advice
$1,980
Quote
Share Transaction Advice
Mentoring
$2,750
Administration
$1,440
All fees are inclusive of the Goods and Services Tax (GST). All flat (non percentage) fees are indexed by AWOTE (Average Weekly Ordinary Times Earnings) each 30 June.