Have questions? Contact us today to discuss the right plan for you.
Full Financial Plan from
$3000 +gst
Comprehensive advice plan can include:
- Written advice via a Financial Plan
- Personal Risk Investment
- Estate Planning
- Retirement Planning
- Investment Planning
- Cash flow/Budgets
- Debt
- Implementation of recommendations
If includes UK/Aus Pension Advice, additional costs are dependent upon type and number of pensions.
Investment Only Plan from
$1500 +gst
Investment only plan advice can include:
- Existing investments analysis
- New portfolio recommendations
- Appropriate for Personal and Trust money
UK Pension Only + Implementation Plan from
$3,000 +gst
Analysis of existing pensions:
- GuaranteesDeath Benefits
- Investment funds
- Scheme liquidity
- Pros & cons of UK versus NZ
- Fee comparison
- Future benefit projections & comparisons (modelled)Consideration of tax issues
Considers:
- Personal circumstances
- Recognised Overseas Pension Scheme (ROPS) Recommendation (if relevant)
- Risk Profiling
- Implementation of recommendations
Additional Pensions quoted individually.
Australian Super Transfer + Implementation Plan from
$1,500 +gst
Analysis of existing scheme:
- Guarantees
- Investment funds
- Scheme liquidity
- Pros and cons
- Fee comparison
- Future benefit projections & comparisons (modelled)
Considers:
- Personal circumstances
- KiwiSaver Fund Recommendation (if relevant)
- Risk Profiling
- Implementation of recommendations
Quoted individually based on type and number of schemes.
Something else? from
$350 +gst
If you’re looking for something that doesn’t ‘fit’ in any of the above categories e.g. you’d like a second opinion, or some guidance that we have expertise on, call us.
Our hourly rate is from $350 + GST, or we may quote a fixed fee
Ongoing charges
For ongoing advice, G3 primarily charge based on a tiered percentage of investment funds under our management, deducted monthly from portfolios.
In some cases we might charge either an hourly rate or fixed fee.
We receive commissions from insurance providers when we establish any life and disability covers for you. These vary depending upon the type of cover. We also reserve the right to charge a fee if you cancel any life, disability or health insurance policy within 2 years of putting it in place.
We may also receive commission from KiwiSaver providers.
All fees and commissions are disclosed within your written plan for you to approve before implementation.