Fees

Clients are charged on a fee for service basis.

We do not accept commissions, we do not charge asset based fees and we do not receive payments or pay for client referrals.

Our initial fees include the cost of preparing your statement of advice document and 12 months of adviser support, provided to assist you to implement our recommendations.

If required, further fees are charged on a pay-as-you go basis.

The fee structure at CTWealth is transparent and readily understandable for all clients. Clients will always be provided with a comprehensive quote before any work is commenced.

In many cases, fees can be partially or fully taken from your superannuation fund account.