Our fee structure is simple, fair and transparent. Why? Because that's what we would expect when engaging a professional adviser.   

We charge two fees – one at the start of your engagement with Totara Wealth, and one for ongoing monitoring and advice of your investment portfolio:

  • Initial Plan Fee: We charge an hourly rate for initial advice that includes a written plan.  We provide an estimate of this fee before work begins.   
  • Ongoing Monitoring and Administration Fee: All of our plans include a recommended investment portfolio. We charge a percentage fee to provide ongoing advice based on the size of your investment portfolio. 

That's it. Simple, fair and transparent.

 

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If you’d like to organise a meeting please call 03 548 9000 or complete our online form and we’ll call you to arrange a time.

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