Frequently Asked Questions

What services do you provide?

Our highly experienced investment team specialises in achieving investment outcomes based on what’s important to you.

Depending upon what you are after, we are able to create an individual tailored portfolio aiming to achieve returns based on objectives that you set as well as using our model portfolio option that also can be tailored if required.

• High Growth
• Growth
• Balanced
• Conservative
• Defensive

Please contact us to find out more information on any of our portfolios.

What are your fees?

Our fees are based on a fixed fee arrangement that are tailored to your requirements and are set at the beginning of the year and reviewed annually.

Depending upon your requirements, as a guide, our fees are 1% of funds under advice and are negotiated for amounts over AU $2 million.

As part of our terms of engagement, the agreed annual fixed fee is billed monthly and deducted from the cash account and is transparent and visible at all times.

We do not receive commissions on transactions and we accept no other forms of compensation from investment product providers or financial institutions.

Am I locked in? Are there termination penalties?

Absolutely not.

Our clients are free at any time to appoint another adviser and takeover their investments because we do not have legal custody of our clients’ accounts. We uses HUB24 Custodial Services Ltd ABN 94 073 633 664 as our custodian and operate pursuant to an investment advisory contract that provides us with the limited power to trade our clients’ accounts, receive duplicate statements, invoice client accounts for our fees, and make cash distributions directly to our clients at their request.

At no time do we have the ability to access your cash, and we believe this is an important feature of our Azure Invest program.

What happens to the custody of my Accounts?

We do not have legal custody of investments that are in our clients’ HUB24 accounts.

Ownership of these assets are held by HUB24 Custodial Services Ltd ABN 94 073 633 664 as our custodian and operate pursuant to an investment advisory contract.

At no time do we have the ability to access your cash, and we believe this is an important feature of our Azure Invest program.