Our financial health check is a fast, free and easy way to discover how you're tracking on our six pillars of financial health.

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Understanding fees and charges

The types of fees we charge will depend on the nature and scope of the service you seek.

Any agreed fees may be calculated based on:

  • A fixed dollar amount
  • A percentage of the amount you invest
  • An hourly rate (if this option applies, details are in our Schedule of Fees which is available upon request)
  • A combination of some or all of the above

Our agreed fees may include charges for:

  • Initial advice
  • Ongoing advice

Good to know

FMD puts your needs first

  1. We are not beholden to any institution
  2. We select and build your investment portfolio from the best direct investments and fund managers around the world
  3. We don't receive any hidden commissions and our fees are agreed upfront

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