21 Jun 2018
Newealth FSG & CG (July 2018)
- Posted by Dejan Pekic BCom DipFP CFP GAICD, Senior Financial Planner
We have updated the Financial Services Guide and Credit Guide and notify clients that the minimum Ongoing Advice fee will increase from 1st July 2018.
There is good news, it will not affect the majority of clients.
However, for some clients it will result in an increased cost and we will be in contact with them to discuss options for continuing the professional service versus placing it on pause and removing the Ongoing Advice fee.
For more details, click ‘Newealth FSG & CG’ or alternatively go to the FINANCIAL SERVICES GUIDE & CREDIT GUIDE link at bottom of the page.
At Newealth we are always looking to support and promote our clients wherever possible and if you have any ideas or comments, please feel free to email me or to call me on +61 2 9267 2322.