Your unique values and financial landscape are at the heart of our service. That's why we exclusively work with a select group of clients, ensuring we're highly responsive to your needs.

Fees and charges

AWA Private Wealth

We We believe in transparency and value. That’s why your first meeting with us is complimentary—so we can understand your needs before discussing any fees.

The Private Wealth Pathway - For individuals and couples

We charge separately for Strategic Advice and Investment Management, ensuring you only pay for the services you need. Where applicable, we may also receive commissions for mortgage and insurance services. All fees are disclosed upfront to ensure there are no surprises.

Strategic Advice (Wealth Mentor)

Fees are based on the complexity of your needs, using a three-tier structure:

Investment Management (Wealth Manager)

We charge a percentage of funds under management of 0.88%, with lower rates for larger portfolios:

Fee Cap: Total combined fees (Strategic Advice + Investment Management) are capped at $66,000 per year.

The Family Wealth Pathway - For high net wealth families

Your initial consultation is complimentary. Our comprehensive fee is tailored to your family’s complexity and needs.

This includes all services related to managing the family’s collective wealth. Individual family members requiring separate advice will be charged under the Private Wealth Pathway.

Additional Information

Fees are reviewed annually and can be cancelled at any time.
External services (e.g., estate planning, accounting) may incur additional costs, which will be discussed with you in advance.
All fees include GST and are subject to annual inflation adjustments.
For full details, please refer to our Financial Services Guide (FSG)