Paying for advice
Zenith Wealth operates under a fully transparent fee structure so there are no 'surprises' down the track.
Many superannuation and investment platforms have all of the costs including platform administration fees and commissions bundled into one fee, making it difficult for clients to determine exactly what they’re paying to their financial adviser.
Zenith Wealth advisers take a different approach. All costs involved in the service are clearly outlined and you can choose to pay up-front or as a percentage of funds placed under management.
The model is one of fee for service. This means advisers do not accept commission payments from fund managers, nor charge commission on any superannuation or investment products.
The only exception is that standard up-front revenue may be received on some insurances, which will be outlined in the relevant Product Disclosure Statement.
This is general information only and is not intended to constitute financial product advice. It has been prepared by B&E Ltd in conjunction with Zenith Wealth, Authorised Representatives of the RI Advice Group Pty Ltd ABN 23 001 774 125 without considering your individual objectives, financial situation or needs.
We recommend you consider its appropriateness in light of your own circumstances and consider seeking professional advice relevant to your specific needs before making a decision based on this information.
Any financial product advice you receive under this financial advice offer will be provided by an Authorised Representative of RI Advice Group Pty Ltd (not B&E Ltd). RI Advice Group Pty Ltd holds Australian Financial Services Licence No. 238429. B&E Ltd acts as an intermediary for Zenith Wealth, not as your agent. B&E Ltd does not guarantee any benefit or outcome under this financial plan. We receive commission from Zenith Wealth. Details can be found in our Financial Services Guide (FSG).