Fee Structure (exclusive of GST)

Grow Your Wealth Financial Service Townsville is all about helping people achieve their personal financial goals. It does not get any more personal than a Self Managed Super Fund. It is you opportunity to take direct control of your financial future.  

Private Wealth Management

Our fee incorporates comprehensive administration and ongoing investment advice in accordance with your investment profile. Fees are generally tax deductible (please check with your taxation adviser), and are calculated quarterly and deducted electronically from your Cash Management Account.

Portfolio Size

Establishment Fee    
Exit Fee  
Up to $250,000  
Next $250,000  
On balance over $500,000

Fees

Up to $1500
Up to $1500
1.40% pa
1.00%
0.80% pa

Our fee incorporates comprehensive administration and ongoing investment advice in accordance with your investment profile. Fees are generally tax deductible (please check with your taxation adviser), and are calculated quarterly and deducted electronically from your Cash Management Account.

Brokerage

Share Trades (Managed Clients)
Option Trades
Non Managed

Fees

1.20% ($75 minimum)
1.75% ($50 minimum)
1.75% ($110 minimum)

Fee for Service & Financial Planning

Service

Initial Consultation
Statement of Advice  
Comprehensive Financial Plan
Hourly Rate    

Fees

First hour free then at hourly rate 
From $2,500
From $4,400
$450 per hour

 

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Services & Fees

Praemium SMA

Better than a managed fund, you can see what is in your portfolio and you are the beneficial owner of the underlying shares.

Private Wealth Management

As a comprehensive and versatile investment platform, we provide the following administration services.

Self Managed Super Funds

A Self Managed Super Fund is your opportunity to take direct control of your financial future.

Fee Structure

Private Wealth Management | Brokerage | Fee for Service | Financial Planning 

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