Our Fees

NeoWealth Management is a fee for service financial advice business. We do not accept commissions on any investment products or platforms that we recommend. This means that you can be completely assured that you are receiving unbiased advice, as our fee is the same regardless of which products we recommend.

Our pricing model is heavily influenced by three guiding principles:

  • All fees should be represented as fixed dollar amounts and not as a percentage of funds under our administration.
  • All fees should be agreed in advance.
  • All fees should be clear and simple for clients to understand.

The fees for our advisory services are as follows:

Advisory Service Fee
Initial Appointment

Free of Charge

Plan Preparation

The plan preparation fee will vary depending upon the scope and complexity of the advice. The cost of most advice documents we prepare generally falls within the range of $500 to $6,000 + GST. Should your circumstances be particularly unique or complex, our fees may vary from this range.

We request that you pay 50% of this fee up front, with the balance due on presentation of the advice.

Advice Implementation

Should you decide to go ahead with our recommendations, we charge a flat fee of $350 to $750 + GST to coordinate and implement our advice.

Ongoing Review Service

The fee for this service varies and is dependent on the level of support you require and the complexity of your personal situation. We are happy to discuss this aspect of our service with you during the advice process.

It is worth noting that the advice implementation fee is waived for those clients who choose to establish an ongoing relationship with NeoWealth Management.

All fees relating to your interaction with NeoWealth Management will be clearly outlined in your Statement of Advice.

Get in touch to schedule an introductory meeting with
NeoWealth Management