Services and Charging

Endeavour can provide any of the services below but is led mainly by what your needs and situation dictate.

Our services

Our services may include:

• Investment and portfolio construction
• Financial consulting and business/project strategy
• Asset and estate planning
• Farm and succession planning
• Retirement planning
• Debt structuring
• Financial management, budgeting and cashflow analysis
• Risk management and personal insurance advice

How we charge

Hourly rate

For many clients, actual investment advice may be years away, but in the interim there may be a lot of strategy and planning to do. Where a comprehensive financial plan is required we would charge a planning fee according to complexity.

Often clients will simply want to establish a relationship where Endeavour fits beside their accountant and solicitor. For work like this we generally charge an hourly rate, currently $150 per hour plus GST.

Fees for investment

Unlike many adviser firms, Endeavour does not charge a fee to invest. For portfolio management we charge on a FUM (Funds Under Management) basis, with a 1% fee for the first million, dropping to 0.5% after this and fees becoming negotiable after $4 million dollars.

Fees for total portfolio management

Where clients have a significant amount of property or business interests and an hourly rate no longer works, then a fee for total portfolio management can make sense. In this situation a fixed annual fee can be negotiated.