Our Fees

How much does it cost?
Because our service is unique to you and depends on your personal circumstances, the fees we charge will vary in amount. They will be clearly outlined in the documents that we present to you.

Our objective is that you not only understand how much you are paying, but also what you receive for your money.

Our fees fall into three categories;
(1) Advice
(2) Implementation and
(3) Ongoing service fees.

Advice fees
Our advice is the key service that we provide to you and the projected outcomes will be presented in your Statement of Advice.

Implementation fees
Our strategies may recommend that you purchase certain products or services from a range of providers. If you accept these recommendations fees are charged to meet the cost of establishing products and services on your behalf. These will be clearly set out in the Statement of Advice.

Ongoing service fees
As we have outlined above, ongoing service is an essential part of our relationship with you. As part of our recommendations we will discuss the level and types of ongoing service which are suitable for your needs. We will provide full details of these and any costs associated with them in the Statement of Advice.

Contacting Wyse Wealth
We are available to discuss your needs and can be contacted by phone call or email. We have offices in North Sydney and Sydney CBD.

To contact Wyse Wealth:

Phone: 1300 850 902
Email: enquiries@wysewealth.com.au
Post: 10/171 Walker St. Nth Sydney. NSW 2060

For all your Financial planning advice needs