The financial advisory and wealth management market is a difficult one to negotiate. There are many players including banks, insurance companies, other corporates and product providers together with accountants, financial planners, brokers and a huge range of people and organisations ready to offer advice.
Pitcher Partners NSW Investment Services
Pitcher Partners NSW Investment Services Pty Ltd offers a service based around what our clients want. That is, a comprehensive holistic approach to financial well being not biased by product providers and with knowledge of their complete financial situation, not just their investments.
We have a proven track record in superannuation planning and structuring advice, estate and succession planning plus self managed superannuation funds and pensions.
Under our own Australian Financial Services Licence these skills have been integrated with:
- financial planning advice
- corporate superannuation
- retirement planning advice
- personal insurance advice (eg. life & income protection insurance)
- portfolio review services
Please note that further information explaining the services provided by your financial advisor is included in the Financial Advisor Profile provided with the FSG.
Pitcher Partners NSW Investment Services Pty Ltd has its own Australian Financial Services Licence (AFSL 299141). To ensure the best possible service delivery we have agreements in place with Asgard Financial Group Pty Ltd. This agreement provides us with extensive resources and dedicated teams to support our financial advisers, including access to powerful planning tools and our preferred platform Pitcher eWRAP.
Our extensive Approved Product List includes over 350 managed funds and ASX listed securities. This is supported by extensive independent research from a number of different sources including Standard and Poor’s as well as information on direct equities from Aegis Equities Research and the research team based in Pitcher Partners Melbourne. This means your financial adviser can select the right investment for your circumstances.
Our Services
Our Fees
For initial advice and implementation we will charge an agreed fee – as a guide this may be in the range of $3 - 6,000. Pitcher Partners NSW rebates all upfront commissions, and in the unlikely event that an incentive is received this will be disclosed and offset against the agreed fee.
For ongoing advice our standard fees are based on funds under advice (FUA) as follows:
First $300,000 1.32% incl GST (minimum fee $3,960)
Next $700,000 0.88% incl GST
Over $1M 0.55% incl. GST (or as negotiated)
Alternately you may negotiate a monthly fixed fee or elect to pay fees based on time cost. Regardless of charging method, where any commissions or other incentives are received, these will be disclosed and offset against the agreed fees.
For more information please refer to our Financial Services Guide.
The Pitcher difference
Financial services, and in particular financial planning and investment advice has traditionally been an area of complex fee and commission arrangements with from product providers.
Pitcher Partners NSW Investment Services Pty Ltd has a clear commitment to breaking this link by setting one clear and agreed fee for the services that we provide that is not linked to the underlying products recommended. Where commissions or other income are in fact received from product providers these will be offset against the agreed fee unless other arrangement are made.
We are also committed to providing clear information and helping you to understand fees and charges by product providers and other parties that impact your investment, so that the best overall outcome can be sought.
Where investments are recommended we offer wide choice of investment options that include over 350 managed funds and equities listed on the ASX. We also take the simple and clear approach in identifying all administration and other underlying fees in recommended platforms, managed funds and direct investments.
Our commitment to you
We are committed to ensuring that your financial advisor:
- is qualified to provide expert advice
- maintains their qualifications through continuing education
- receives the tools and technical support to provide professional financial planning advice
- has access to high quality financial product research
- is monitored and supervised to ensure they comply with the requirements of the law
- delivers a clear and easily understood recommendation
- does not show bias to any particular financial product
- provides clear and transparent details of fees and costs
The rewards
We have a very clear and discernible approach to the conduct of financial advisory work. Our culture is one of caring for clients and doing everything possible to achieve an end result that is workable for all parties.
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Accountants Auditors Advisors
Our Structure
Melbourne
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