Financial Advisor Fees and Philosophy

Understanding Our Financial Advisor Fees 

We will always present you what we believe to be the very best approach to providing advice. Everything we do revolves around you and what’s important to you. We have no links to banks or financial product providers and are committed to adding value to your situation, providing you with the most progressive advice possible. We do not believe in a “cookie cutter” approach to advice. Instead, each financial plan is custom tailored by our financial planning team and built around a deep understanding of the unique qualities and characteristics each client presents to us.

The fee structure for our services is based upon the requirements for maintaining a highly skilled, caring and professional team, the convenience of in-house investment solutions as well as a variety of tools to provide you with the most effective approach to advice and investment management. Our financial advisor fees are structured to support this high-level of care and support.

When do fees apply?

  • Initial Consultation

    Your first appointment is afforded at our cost. It’s where we get to know you and where you can learn more about the suitability of our financial planning services – asset management, investment advice, retirement planning, estate planning and more. We find out what’s important to you and importantly, determine if we can help.

  • Statement of Advice

    Once you’ve made the decision to work with us we set about creating a personal plan for you. Our approach to preparing wealth management advice is based on a deep understanding of your personal situation and entails research, product comparisons and scenario modelling. The cost of your plan is agreed prior to the commencement of any work and is dependent on the scope of the advice you require, the level of complexity and your individual circumstances.

  • Ongoing engagement

    No plan, or investment, is ever “set and forget”. Whether it’s a check in on your accounts or a deeper analysis to ensure you’re on track, our team arrange regular checkups to keep you well informed. Our ongoing fees cover any adjustments to our advice or your accounts, irrespective of when you most recently saw us, implementation of our recommendations, and of course, phone and email support with our team.

What about insurance?

When arranging and placing insurance on your behalf, remuneration for this service is covered via brokerage upon the successful implementation of your application. These payments are made by the chosen product provider in the form of initial and ongoing brokerage and is not an additional cost to you.

To learn more about our financial advisor fees and philosophy, contact our financial planner team today.

OUR COMPANY

Forrest Private Wealth is proudly a privately owned financial advice and wealth management business.

LEGAL

Forrest Private Wealth Pty Ltd
ABN 12 615 181 881 | Corporate Authorised Representative of Forrest Private Wealth Management Pty Ltd | ABN 18 615 339 485 | AFSL No. 492712

CONTACT DETAILS

Email

enquire@forrestprivatewealth.com

Phone

(08) 9382 1866

Address

57 Forrest St, Subiaco WA 6008

HEAD OFFICE

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