• LinkedIn
Godfrey Pembroke
(08) 8456 9020 Get in touch
  • Home
  • About us
    • Our team
    • About Godfrey Pembroke
    • Our philosophy
    • How we work with you
  • Client experience
    • Our clients
    • Testimonials
    • Financial Services Guide
  • Active advice
    • Fee for advice
    • Trust and transparency
  • Our specialisations
  • Resources
    • Useful Links
    • Understanding Series
  • News
    • Monthly Market Update
    • Monthly Economic Update by MLC
    • Investment Insights
    • MLC Scenario Insights & Portfolio Positioning
    • Federal Budget
    • Godfrey Pembroke Outlook (NEW)
  • Contact

Fee for advice

First Principles Financial Planning follow a completely transparent fee-for-advice model, so when you engage us, we’ll explain upfront exactly what services we’ll provide and what they will cost, acting only when we have your written approval.

Our clients trust us, as they always understand what they are paying for and they have control over what we do for them from a cost perspective. This means our clients are always in the best place for their financial affairs.

All fees and commissions are inclusive of GST. We have detailed the full range of fees in our Financial Services Guide. Note that only fees applicable for the advice and services you choose will apply.

Our fees

Please see the Representative Profile in our Financial Services Guide for full details of our fees.

Here are the some of the fees you may need to pay when you engage us, depending on the services you choose:

Statement of Advice fee

The Statement of Advice is a fixed, one-off fee for preparing your initial statement of advice, including:

  • Researching and analysing your personal objectives and current situation.
  • Developing a plan to help you achieve your immediate and long-term lifestyle goals.
  • Creating a detailed Statement of Advice, setting out your plan for the future.

The size of the fee depends on the complexity of the advice and the time required to deliver it. We will clearly outline the cost and get your written approval before we start.

Implementation costs and investment charges

Once you’re ready to put your plan into action, we may also pass on the costs of implementing it, including brokerage on share purchases and fees for investment transactions.

Our aim is to include details of any of these costs in your Statement of Advice, so that you understand what they will be.

SMSF fees

If you have a self-managed super fund (SMSF), we may also charge a separate, additional fee for fund administration and advice, including:

  • Preparing and updating your fund’s investment strategy.
  • Investment and taxation reporting.
  • Assisting with fund audits.
  • Tracking regulatory changes and acting to ensure that your fund is fully compliant.

Contact Our Office

Level 8, BDO Centre
420 King William Street
ADELAIDE SA 5000

(08) 8456 9020


Click here for a map of parking and transport options around our office.

About Us

Financial advice specialists Success brings new opportunities, but it also creates new challenges. As your financial situation becomes more complex, you need sophisticated strategies to make the most … Read More

Our services

SMSF’s and retirement planning Executive financial planning and CFO services Cashflow management Portfolio … Read More

  • Advice warning
  • Legal notice
  • Complaint resolution
  • Privacy Policy
  • Sitemap

Copyright © 2021 First Principles Financial Planning .
Wordpress Website by The DMA

  • LinkedIn

Financial Advice Specialists
Authorised Representatives of Godfrey Pembroke Limited ABN 23 002 336 254,

Godfrey PembrokeAustralian Financial Services Licensee, Registered Office 105-153 Miller Street, North Sydney NSW 2060.
A member of the National Australia group of companies.

Godfrey Pembroke