ADVICE FEES SCHEDULE

Lifestyle Financial provides a range of separate services from which you can choose so that you only pay for what you need. Advice fees schedules are detailed below because Lifestyle Financial is committed to transparency and providing genuine value for money. There is no fee for the first meeting.

Proactive Portfolio Management and General Financial Strategy Advice

Personal Financial Strategy Advice

Mentoring

$2,750

Administration

$1,440

All fees are inclusive of the Goods and Services Tax (GST). All flat (non percentage) fees are indexed by AWOTE (Average Weekly Ordinary Times Earnings) each 30 June.