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What is this disclosure?

Fees and Costs

We are market leaders in the transparency of our fees and costs. 

In addition to the legislatively required disclosure of fees and costs at the start of any engagement in % terms, since 2012 we have provided this information in $ terms as well. 

More importantly we provide each of our Membership Fee/Investment clients with an accurate report on how much we have earned in fees in the last 12 months from working with them, in $ in their Annual Review.  We have also been doing this since 2012.

Since 2019 we have kept an internal record of all of our client fees received to assist us with our business planning.  Since 2023 we have monitored our clients 3rd party Portfolio Fees, providing a weighted average, so that we can monitor the changes over time.  This information is available to clients upon request.


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