Our Fees
Clear advice. Transparent fees. No surprises.
A transparent approach to advice
At Elixir Private Wealth, we believe transparency is fundamental to trust.
We operate on a clear fee‑for‑advice basis. This means we are paid by you for the advice and services we provide — not by product providers — ensuring our advice remains independent and aligned solely with your interests.
Before any work begins, we clearly outline the scope of advice, the services to be provided, and the fees involved. We only proceed with your explicit approval, so you remain informed and in control at every stage.
Your first meeting with us is complimentary, with no obligation to proceed.
How our fees are structured
Our fees reflect the level of advice required, the complexity of your circumstances, and the time involved in delivering considered, high‑quality advice.
Many of our clients have intricate financial arrangements – including multiple assets, structures, entities or family considerations. Our role is to bring clarity and discipline to that complexity, with fees agreed upfront and no hidden costs.
We do not receive commissions from investment product providers.
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Fees for initial advice reflect the scope and complexity of the strategy required. This includes understanding your circumstances, developing recommendations and clearly documenting advice.
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Implementation fees apply when putting agreed strategies into place. These are outlined in advance and only proceed with your approval.
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Ongoing advice fees are tailored to the level of support and review required. This may include regular reviews, strategic adjustments and ongoing guidance as your circumstances evolve.
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Ongoing advice may include portfolio monitoring, strategic reviews, proactive guidance, and coordination with other professional advisers, where appropriate.
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Where relevant, fees for SMSF advice and administration are discussed separately and aligned to the services provided.
Our commitment is simple. We provide clear advice, transparent fees and considered guidance designed to support confident decision‑making over time. From your first meeting through to ongoing advice, our aim is to ensure you feel informed, supported and in control of every financial decision you make.