There is no lock-in contract.
During our initial meeting, we will determine whether we believe we can provide significant value to you as a client. If so, we will let you know clearly and simply what we would likely recommend, and the effect of this.
If you wish to proceed, our fees are 2% of your retirement savings balance for the first 12 months. After this time, our fee reduces to 1%.
Every year we disclose what you have paid us. You have the choice to sign a new agreement on whether you wish to continue as a client of ours.
Anytime you want, our fee can be switched off and you will cease to be a client.
Anytime we believe that we can’t add value to your situation moving forward, we switch off our fee. If this is the case, we will point you in the right direction to suit your needs. This may be referring you to another adviser, or helping you get set up to handle things on your own.
Written by Ali Hogue.
Dallas Davison, Michael Hogue and Ali Hogue.
Money Over 50 Financial Advisers
Tel 07 4772 0938
45 Ingham Road West End Townsville Qld 4810
Money Over 50 Financial Advisers Pty Ltd ABN 26 146 225 505, 45 Ingham Road, West End Queensland 4810 is the holder of an ASIC Australian Financial Services Licence (AFSL) #471826.
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