We have a range of pricing options, and also offer free 20 minute consultations.
$150 - $450 per hour
Time cost
Our investment and actuarial professionals charge between $150 - $450 per hour for time cost services. We are happy to quote a fixed fee based on an estimate of hours once a project has been scoped. GST is added where applicable.
20bps to 5bps per annum
Ongoing retainer work
For our ongoing performance monitoring and investment advisory clients, we prefer a retainer pricing model that aligns our payment with the returns of the funds under advice. For funds under $5m we charge 20bps per annum in monthly or quarterly instalments, then a sliding scale decreases the bps charged until $500m, for which is charged 5bps per annum. For reference, 1bps (basis point) of $2m is $200. GST is added where applicable.
$1,000 - $40,000 + GST
Project work
Depending on the size and complexity of each project, we will quote a minimum and an upper bound price for our work based on an initial scoping discussion. Some of the larger projects we have worked on before include:
valuing overseas and local businesses for sale with turnovers between $1m and $20m
modelling retirement planning calculators for web use
independent review of risk profiles for new investment funds
Statement of Investment Policy review and development
initial investment strategy or independent review of investment strategy
actuarial analysis of liabilities for several landfills
conducting Board financial and investment workshops and upskilling management to take better investment decisions
reviewing corporate super schemes and facilitating transfers to more cost-effective and beneficial schemes