Your investment

Remuneration

We establish a fee-for-service for each client engagement before commencing any billable work. The level of engagement required determines ongoing costs, which can take the form of fixed annualised fees, an agreed percentage of the total portfolio value (typically between 0.5% – 2% gross p.a.), or invoicing based on 'time in attendance.'

MFG Ltd. does not accept commissions from investment providers. In some cases, as agreed with the client, we may charge brokerage on direct equity transactions. The cost of preparing a Statement of Advice is determined after an initial conversation and discussed with you prior to commencing any work.

Nature of service

To ensure our financial advisers consistently prioritise our clients' interests above all else, we adhere to internationally recognised professional advice processes, which ensure our recommendations align with our clients’ goals, objectives, and unique circumstances.

Our obligations include:

  • Giving utmost priority to our clients’ interests by taking all necessary steps to prevent any undue influence on our advice.

  • Exercising diligence and skill in providing advice.

  • Meeting high standards of competence, knowledge, and expertise set by the Code of Professional Conduct for Financial Advice Services.

  • Adhering to ethical behaviour, conduct, and client care standards outlined in the Code of Professional Conduct for Financial Advice Services.

For more information, you can contact us directly or visit the Australian Financial Markets Association website.