Fees

At Personal Investment Centre, we are committed to a fee structure that is clear, fair, and transparent - ensuring you know exactly what you're paying for with no hidden costs or surprises. Here’s how it works:

• Initial Meeting: No cost
  Let’s start with a conversation. Your first consultation is free - we’ll explore your goals, outline our services, and determine if we’re the right fit for you.

• Investment Plan: One-off fee
  For crafting and implementing a tailored investment plan, we charge a one-off fee. This is clearly communicated and agreed upon upfront.

• Ongoing Services: Monthly percentage-based fee
  For ongoing advice, monitoring, and administration, we charge a monthly fee based on your portfolio's market value.

• Other Costs
  Fees from third parties, like brokerage, custodial, or fund manager charges, may also apply. These will always be disclosed upfront.

Transparency you can trust
We may receive a commission for KiwiSaver products, but all fees are fully explained before you make any commitments.

The best way to see if we’re the right fit? Start with a free consultation today!