Notes To Advice Fees Schedule
Personal advice is advice based upon your specific objectives and circumstances. General advice is advice with regard to the merits of a particular investment or financial strategy but does not take into account your specific objectives and circumstances.
Brokerage is for transactions in listed securities conducted on a stock exchange. Off Market transactions are any transactions for listed securities including corporate actions and off market transfers that are not conducted on a stock exchange. Placement of unlisted investment transactions is for unlisted investments e.g. term deposits and managed funds.
Because Lifestyle Financial is committed to giving you value for money you only pay for those services that are of value to you. Please refer to What You Receive as a Lifestyle Client for information on what you can expect to receive from Lifestyle Financial.Click Here