Schedule of Fees
AAS has always offered a Fee-For-Service structure.
You receive an estimate of the fee you will be charged before we commence any services. This is based on the amount of time estimated to complete the job, and the value you will obtain as a result.
You will receive a firm up-front quote ("Engagement Agreement"), with specific details of the work to be done, before we commence any services. All our fees are flat dollar-based, rather than the industry standard 'percentage of funds under management'.
Our remuneration is not dependent on the amount you plan to invest; we are not rewarded for selling investment products. We also do not receive any volume or other incentives from financial institutions for recommending them.
AAS’s financial advice will take into account your current financial situation, future plans and stated goals.
In most situations with new advice documents, we will guarantee that the value you receive will exceed our fee. If you do not believe that the value of the advice exceeds our fee, you will not be required to pay us.
AAS complies with the Future of Financial Advice (FOFA) reforms commenced on 1 July 2013. The Future of Financial Advice (FOFA) reforms focus on maintaining the quality of financial advice, particularly product recommendations, and ensuring the availability of affordable forms of advice.
Please refer to our Financial Services Guide (FSG) for an outline of our base fees.