Fees

Segue’s various in-house briefings & seminars, and initial consultation are provided at Segue’s expense

• An initial fee is charged for the preparation of our detailed financial plan and its implementation. This fee is based on assessment of the work involved, and is quoted prior to the commencement of chargeable work.
• Two unique features of Segue’s service are the planning structures employed and the Active Investing process we use – which incorporates our highly successful active investing approach. These features are combined with our ongoing advice & support, which includes detailed administrative control of investment portfolios, SMSF accounting, and ongoing Centrelink/DVA and taxation support. Our fees for all or a combination of these services are set at a Job Rate and Capped. This is confirmed in writing prior to you proceeding.
• The Job Rate engaged at inception, can be structured so the portfolio cash account is billed by periodical debit authority; this arrangement is reviewed annually.