Financial Services Guide (March 2010) We have just updated our Financial Services Guide which you can find by clicking the button called ‘Financial Services Guide’ over on the far left hand side menu of this page. The good news is that we have again decided not to increase our minimum Annual Retainer of $594 per annum inclusive of GST for the 7th straight year. A Strategy Fee still applies in addition to the Annual Retainer and consists of an upfront component for research, strategy recommendation and implementation plus an ongoing component for our once per annum portfolio review and advice. Newealth has been using this standardised fee model for the better part of a decade because it is not product dependant and so designed to limit the potential for biased advice. At Newealth we are always looking to innovate and improve our ongoing services wherever possible and if you have any ideas or comments, please feel free to email me via ‘Contact Us’ at www.newealth.com.au or to call me on +61 2 9267 2322.
25th-March-2010 | 
