Fees

Fee structure

Investment advice

Dolfinwise takes very seriously its relationship with its clients. We believe that the trust placed in us to manage and advise upon our clients financial affairs should never be taken for granted. Nor should it be compromised in any way. As a result of this firm belief, Dolfinwise is paid directly by its clients a fixed agreed amount each year for the services provided.   By avoiding incentive payments from product providers, we ensure that our clients know that they can trust our advice to be provided in their best interests.

The following fees apply to clients who Dolfinwise engages on a proactive basis:

Annual Fees

We charge an annual advice fee based on the amount and complexity of work involved:

Standard fees $2,200 – $8,800
Business/Complex Clients  $6,600+

Where possible we negotiate volume rebates with product providers and thereby reduce the cost of client portfolio administration.

Upfront fees

We usually charge an engagement fee to cover the work involved in advising a new client prior to them commencing on our ongoing advice service:

Initial Statement of Advice Standard $1,650 – $6,050
Personal Insurance advice

Insurance advice may be paid for directly by clients or at their preference, some of our clients ask we receive our remuneration for the advice via a commission paid by the product manufacturer to help with cashflow.

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Contact Us

p. +61 7 3832 5777
f. +61 7 3832 5778
e. admin@dolfinwise.com.au

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