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PGD Financial Services

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Fee for service

Before providing you with ongoing advice we will prepare an ongoing advice agreement. The ongoing advice agreement will set out what our ongoing advice will cover, your payment method, and how much it will cost.

Ongoing strategy and advice fees payable are based upon the complexity of your affairs, the responsibility we undertake, level of service required (including frequency) and a fee to manage investment assets.

Our ongoing advice fees ensure your strategy and products are reviewed to help you take advantage of opportunities as they become available.

Additional advice

For additional advice that is outside the agreed ongoing service, an additional charge will be discussed with you at that time and will be dependent upon the type and complexity of the work required.

Payment method & frequency

We offer you the following payment terms:

  • Bpay, direct debit (credit card or savings), cheque.
  • Deduction from your investment.
  • Ongoing advice fees may be deducted as an annual instalment or in monthly or quarterly instalments.
  • Ongoing advice fees may increase each year in line with the Consumer Price Index (CPI) or by a fixed amount or percentage each year. The specific amount will be agreed to by you and outlined in our ongoing advice agreement.

Commission

Unless you have agreed to a fee for advice arrangement commission is payable by life companies when we recommend insurance and annuity products and credit contract or leases. The commission is factored into the annual premium and may range from 11% to 130% of the initial insurance premium/ up to 33% per annum of the renewal insurance premium.

Notes

  • All commissions and fees are inclusive of GST.
  • Fees could be greater than those disclosed above in complex cases. In these instances, we will inform you of the exact fee payable promptly in writing.

Contact PGD Financial Services

Plaza Building Level 9
87-95 Pitt Street Australia Square
Sydney 2000

P: (02) 9241 3214
F: (02) 9241 3147
E: enquire@pgdfs.com

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    • Business management
    • Cash flow management
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    • Executive financial planning & CFO services
    • Expatriate financial services
    • Investment planning
    • Lending/debt management services
    • Portfolio structure selection & tax management
    • Risk insurance
    • Super and retirement planning
    • Wealth planning & accumulation
    • Wealth Portal & Budgeting App
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PGD Financial Services PGD Financial Services (ABN 64 095 596 339) are authorised Representatives of Godfrey Pembroke Group Pty Ltd (Godfrey Pembroke), ABN 38 078 629 973, Australian Financial Services Licensee 245451, a member of the IOOF group of companies.