What it costs

We charge a fee for investment advice.

This fee will be calculated on the following basis:

Investment Plan - $1,000
(An additional $120 per hour if required, but this will be discussed beforehand. No surprises).

The implementation of your plan is at our cost.

We are paid a finder's fee of between $50 and $100 for a new KiwiSaver application. 

We are paid to review and manage your plan by the investment companies at a rate of between 0.5% and 1% of the total money you have invested.

We are also paid to review and manage your KiwiSaver by the KiwiSaver provider at a rate of between 0% and 0.5% of the total money you have invested.

All fees exclude GST and are payable by the 20th of the month after an invoice is issued.