Wealth Building Strategies Limited

Wealth Building Strategies Limited

Financial Planners, Insurance & Investment Advisers

This section outlines our fees for our various financial plan options, our fees for establishing an investment portfolio and our fees for our ongoing portfolio review service.


Planning Fees.

Comprehensive financial plan, $562.50 (incl GST) which contains:
Full review of your situation		Long and short term strategies
Cash management		Immediate strategy
Statement of position		Recommended Investments
Your goals and objectives		Projections
Analysis of objectives		Implementation
Taxation strategy		Conclusions
Insurance review		Research analysis
Estate planning review

Short form financial plan, $225.00 (incl GST) which contains:
Full review of your situation		Immediate strategy
Cash management		Recommended Investments
Statement of position		Research analysis
Your goals and objectives

Financial analysis, $112.50 (incl GST) which contains:
Full review of your situation		Statement of position
Cash management

Personal Insurance plan, $225.00 (incl GST) which contains:
Full review of your situation		Establishing covers required
Statement of position		Recommended insurance products
Review existing covers		Quotations from several providers


Establishing an Investment Portfolio
1. Clients may elect to pay fees or pay commissions.
2. All fees are offset by full commission and brokerage rebates.
3. Initial fees are offset by a rebate of the investment Planning Fees.
4. Initial fees apply once only.
5. The minimum portfolio size for the purpose of calculating fees $20,000

Initial Portfolio Establishment Fees

Equity Portion of the portfolio
On the first	$100,000	3.00%
On the next	$100,000	2.50%
On the next	$100,000	1.50%
On the next	$200,000	1.00%
On the next	$500,000	0.50%
Over	$1,000,001	0.50%

Income Portion of the portfolio 0.50% (When brokerage received from the supplier 0.00%)

On Existing Investments Taken Over (where applicable)
On the first	$500,000	0.50%
Balance	$balance	Nil