Our Advice Model

When you engage a financial planner, you are seeking professional advice about wealth management, insurance management, the relationship between investment risk and return, diversifying your assets and utilising your greatest wealth asset – your income – to maximise your long term opportunities.

At JDAS, our advice model is a full service advice model i.e. we are licenced by ASIC to provide personal financial advice about financial products for which we charge a fee. 

We offer an Execution Only advice model, where clients pay an hourly rate to have financial transactions completed, such as the opening of an investment account. 

We provide general advice at either an hourly rate or at a fixed flat fee that will be quoted prior to your meeting with our advisers. 

JDAS offers ongoing management and advice, based on the type of initial advice provided (personal or general) and we charge a flat fee each year for this advice - the annual retainer. The fee and services provided for that fee are agreed with clients at the commencement of each financial year.

 

 

J Diggle and Associates

Steamer Enterprises Pty Ltd trading as J Diggle and Associates ABN 71 103 925 935 Australian Financial Services Licence No. 39254

(C) J Diggle and Associates, 2017

 

 
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