Fee for Service
Quantum Wealth Consultants is a Fee for Service practice. We rebate where possible 100% of the investment commissions we receive by the fund manager. (Excludes insurance)
Our fees are base on a set agreed amount on the level of service package that you choose, not by commissions from the product provider. We beleive this eliminates any conflicts of interest and provides you our clients with the advice that is in your best interest.
Our Financial Planning Service Fees
Initial SoA Advice Fees:
The advice fee will depend on the complexity of the advice provided. It can range from a simple portfolio allocation strategy to a complex SMSF property gearing strategy.
Ongoing WealthCare Service:
Unlike other financial planning practices who charges a percentage on the value of your investment, we only chrage a monthly service fee, no asset value fee. An asset percentage fee means the more you have the more you pay, even if there no extra advice or service provided. With our Wealthcare service you choose the fees you want for the level of service and advice you need.
Please contact us for more information. firstname.lastname@example.org
Quantum Wealth Consultants Pty Ltd ABN 76 162 523 793 is a Corporate Authorised Representative (CARN 436555) of
The FinancialLink Group Pty Ltd ABN 12 055 622 967 AFSL 240938