Assure Financial Services seeks to provide you with high quality financial advice and ongoing investment management services.
Assure Financial Services adopts a fee for service advice model in line with the Financial Planning Association of Australia (FPA) best practice. The hourly rate for professional services is disclosed prior to any services being provided and fully outlined in the Financial Service Guide (FSG) provided to you and available on our website.
Assure Financial Services has a flexible and transparent fee schedule offering both
- Fee for Service advice; &
- Ongoing portfolio management and advice.
Assure Financial Services do not levy contribution or withdrawal fees.
Our current disclosure documents can be found below: