Service Fee and Cost Philosophy

Wealth & Security Planners has a philosophy that many products can be used to fulfil a desired strategy. Over time certain products will vary in performance, cost and administration.

Our past experiences and those of Wealth & Security Planners clients, have demonstrated that the issue of fees is perhaps not as much the issue as 'value' and 'service'.

In charging fees we give a commitment to deal with clients in :

• An open and honest manner.
• Where greater value can be found by change, then we will endeavour to minimise the impact of any cost brought about by that change, by minimising fees where possible.
• Remaining open to discussion as to whether we provide value.

Wealth & Security Planners charges and recovers the cost of providing services in a number of ways, including:

• Receiving full commission or brokerage
• A tax deductible ongoing service fee (based on assets under management)
• An hourly rate

If you decide to proceed with our service we will discuss your preferred method of paying us for our advice and services.