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What are the fees for BW personal financial advice?

Posted by cgm cgm
Message 1 of 5 478 Views

I can't seem to find any information on the Bankwest website about the fees incurred for booking an appointment with a BW personal financial adviser.

 

What are the fees, and what will customers receive?

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Re: What are the fees for BW personal financial advice?

Posted by PeteW PeteW
Message 2 of 5 473 Views

There aren't any fees to book an appoitment with a financial advisor @cgmitchell. It's easy to book an appointment online or to call on 1300 360 652 8:30am-5:30pm AEDST Mon-Fri. We use Commonwealth Bank's services/advisors for this so when you call you will be greeted by a CommBank colleague.

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Re: What are the fees for BW personal financial advice?

[ Edited ]
Posted by cgm cgm
Message 3 of 5 468 Views

When do the fees take place @PeteW?

 

Can you give us an idea of what financial advice packages we are offered at the end of the appointment with a CommBank financial adviser?  E.g. $1000 for a standard plan, 1.2% ongoing commission on any investments.

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Re: What are the fees for BW personal financial advice?

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Posted by PeteW PeteW
Message 4 of 5 465 Views

You're not charged for the initial appointment, fees only kick in if you decide to take on the advice/plan and establish a relationship with us.

 

Fees are charged based on individual circumstances, there's no set fee schedule because every customer's needs are unique. That first appointment is when you can have those discussions about your situation and plans, and make your decision from there. Hope this helps.

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Re: What are the fees for BW personal financial advice?

Posted by cgm cgm
Message 5 of 5 447 Views

Thanks for explaining this @PeteW!

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