FAQs

What is my initial meeting all about?

The initial meeting which you have with your Financial Streams adviser is at our cost, as it is important that we can help you and it also gives you an opportunity to consider whether you would like to work with us going forward. At the initial meeting we would normally have a general discussion about your needs, objectives and circumstances as well as answering any questions which you may have.

Are you upfront with your cost structure?

Financial Streams works on a fee for service basis, and we do not seek or retain any commission or any other form of renumeration from fund managers, investment suppliers or investment platform providers (other than personal insurance). Our advisers are not required to promote any particular investments or products from any provider allowing for our transparent fee for service  structure with no entry or exit fees.

What are your costs like?

Financial Streams would normally prepare a Statement of Advice on your behalf which sets out in writing the strategic advice for you together with any investment or insurance recommendations. The fee for preparing the Statement of Advice will vary depending on the scope and complexity of the advice required. However as a general guide the fee for preparing a Statement of Advice together with the associated meetings would usually be between $2,200 and $6,600 depending on the circumstances

What is your fee structure for ongoing services?