Profile Financial Services

Fees & Charges Documentation

Profile is not owned by any institution and all advice is fee based. We work on behalf of our clients and do not accept up-front commissions from banks, stockbrokers, real estate agents or fund managers other than where clients request remuneration via these parties.

Fees and Charges Documentation   Strategy Fee
Fee for advice - modelling, lifestyle planning, comprehensive financial strategy (SOA)

Implementation Fee
Implementation of recommendations, quality assurance, liability

Review Service Fee
Ongoing service level, formal reviews, monitoring, research & education, communications, additional offerings & services.

Please refer to our Financial Services Guide for Profile’s schedule of fees.

Download our Financial Services Guide. Download our Financial Services Guide. (433.97 KB)

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