Fee Stucture

Building lasting relationships

Class 1

Basic
$300/ YR
  • Suitable For $100,000
  • 1% Portfolio Fee
  • Wealth Strategy
  • Shares
  • Superannuation
  • Insurance
  • Finance
  • Property

Class 2

Premium
$1000/ YR
  • Suitable for $500,000
  • 1% Portfolio Fee
  • Access to Basic
  • 25% Off Value Adds
  • Quarterly Coaching
  • Investor Only Seminars
  • Property Tours
  • Exclusive Mailing List

Class 3

Market Masters
$2,000/ YR
  • ~ $1,000,000
  • 1% Portfolio Fee
  • Access to Premium
  • Complimentary Value Adds
  • Monthly Coaching
  • Market Masters Seminars
  • Round Table Invitations

Understanding The Fee Structure

We are updating our fee structure. All prices below exclude GST.

APOS Financial Planning offers a simple, transparent fee structure. APOS has decided on a hybrid fee structure with the intent of giving back to our clients. 

Should you wish to decline our packages above, you will revert to our old fee structure which is $300 + GST Per Module of Advice.

If you have any questions surrounding our fee structure, we encourage you to contact us directly.

Director
Jonathan Evans

[email protected]

0487 888 832 

Let Us Serve You.