Private Wealth / Fees
Compensation
Aligned to
Your Interests.
My Net Worth Private Wealth is an advice fee based firm. We do not receive investment product commissions, platform rebates, or undisclosed payments of any kind. Where third-party remuneration is received, such as on insurance placements, it is disclosed to you in writing before any recommendation is made. Every dollar we earn is tied to the quality of the advice we provide.
Our fees depend on the nature and scope of your engagement, and are tailored to each client. We will discuss your situation and provide a clear fee proposal on request, before any work begins.
Every engagement is confirmed in writing, so you know exactly what you will pay and what it covers. To talk through your needs and receive an indicative fee, please get in touch.
All fees quoted exclusive of GST where applicable. My Net Worth is a licensed Financial Advice Provider (FAP).
