What does the advice cost and what returns can you expect?

Fees

Our advisory fees range from 0.50 to 1.00% per annum and are included in the client's investment structure. Fees are based on your portfolio's value, meaning we are motivated by the performance of your investment. We believe this is a fair structure where both our clients' and our objectives are closely aligned. 
 

Returns

These are the potential returns we aim to achieve for investors:
 
Low Risk Investor Inflation +2% per annum
Medium Risk Investor Inflation +5% per annum
High Risk Investor Inflation +7% per annum

Rates of return are not guaranteed and may be more or less than quoted. All investments carry risk and you may not return the amount you invest.