Peter Kirby

Initial consultation - is at our expense Statement of Advice Preparation & Implementation - The fee for preparation and / or implementation of a Statement of Advice will typically depend on the level of complexity and the advice provided. The fee will be agreed with you prior to preparation of the Statement of Advice. Ongoing fee for advice - If you elect to pay a fee for the ongoing review of your financial planning strategy, the ongoing fee is based on the complexity of ongoing advice and the services provided. Ongoing fee arrangements will be agreed with you in writing in advance. Ad hoc advice Fees - Any adhoc advice will be done on a scope and quote basis. Where you do not wish to participate in an ongoing service fee arrangement but require ongoing advice on an ad hoc basis, an hourly fee of $385 may apply. Insurance Products Advice - The relevant insurer will pay initial commission between 0% and 77% and ongoing commission between 0% and 33% of the annual premium for as long as you hold the product. Commissions are paid to us by the product provider and are not an additional cost to you.