Our fees explained
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Our fees, just like our advice, are always 100% transparent.
We think that’s not only the fair thing to do, it’s the right thing to do.
Our reputation rests on the relationship and trust we build with our clients. It’s why our commitment to being clear and upfront commences from our very first contact with you and throughout our journey together, from the fees and risks you may encounter to the value we forecast you’ll receive in return.
We’ll let our Tribe explain.
Breakdown of our fees
Ok, so what’s the bottom line. As our fees are tailored to every client’s specific situation, the table below provides a simple breakdown of our pricing range. Please reach out if you would like one of our Tribe to take you through our pricing structure in more detail.
No hidden costs. No convoluted fee structure. No mystery.
| One off fees | Discovery Fee $660 to $990 inc GST. We’ll also confirm the fee for preparing your Statement of Advice. |
| Statement of Advice Fee Starting from $5,500 inc GST. Fee range varies depending on complexity. A portion of this fee is generally tax deductible, with the amount depending on the type of advice and your personal situation. | |
| Ongoing service fees | Starting from $440 per month inc GST. Typically charged monthly and fee range varies depending on complexity. A portion of this fee is generally tax deductible, with the amount depending on the type of advice and your personal situation. |
| Insurance commissions | Price on application. Tribeca usually receives a one-off upfront commission when you take out an insurance policy we recommend. This initial commission ranges between 30-66%. Please refer to Tribeca's Financial Services Guide for more information. |
How do our fees create value?
Our financial advice looks at your life through a holistic lens that goes far beyond financial statements and returns. It goes to what is most important to you in order to live your Good Life. It’s about creating value that enhances your finances as well as your sense of security and freedom to make choices.
So how do we prove our value? Firstly, we look at what the independent industry research tells us, which shows financial advisors consistently add 5.9% p.a to a client’s circumstances. This considers both quantitative (asset allocation, behavioural and tax) and qualitative benefits (choices and expertise). You can read more about that here. Using this as the benchmark, we then overlay the unique value and support we can bring in helping you achieve your Good Life goals and aspirations. It’s how we arrive at the Value Factor; our goal of delivering 4-6 times our fees in value to you.
To see the full range of services we offer and the value we provide, click here.
Talk to us
We understand that fees are a major part of the decision in choosing whether we are the right fit for you. We want to make that an easy conversation to have, and we welcome your questions around our fees and approach.
The first step is to book in your no-obligation ‘get to know you’ call, and then tell us a bit about yourself by filling in the details below.
During the ‘get to know you’ call, we’ll ask you for an overview of your circumstances, as well as what brought you to seek out financial advice. If you want to move to the next stage, we’ll then schedule a Discovery Appointment where we’ll deep dive into your goals and plans.