Wealth Building Strategies Limited

                                     Financial Planners, Insurance & Investment Advisers

		This section outlines our fees for our various financial plan options, our fees for establishing an investment portfolio and our fees for our ongoing portfolio review service.
		Planning Fees.
		Comprehensive financial plan, $562.50 (incl GST) which contains:
		Full review of your situation		Long and short term strategies
		Cash management		Immediate strategy
		Statement of position		Recommended Investments
		Your goals and objectives		Projections
		Analysis of objectives		Implementation
		Taxation strategy		Conclusions
		Insurance review		Research analysis
		Estate planning review
		Short form financial plan, $225.00 (incl GST) which contains:
		Full review of your situation		Immediate strategy
		Cash management		Recommended Investments
		Statement of position		Research analysis
		Your goals and objectives
		Financial analysis, $112.50 (incl GST) which contains:
		Full review of your situation		Statement of position
		Cash management
		Personal Insurance plan, $225.00 (incl GST) which contains:
		Full review of your situation		Establishing covers required
		Statement of position		Recommended insurance products
		Review existing covers		Quotations from several providers
		Establishing an Investment Portfolio
		1.          Clients may elect to pay fees or pay commissions.
		2.          All fees are offset by full commission and brokerage rebates.
		3.          Initial fees are offset by a rebate of the investment Planning Fees.
		4.          Initial fees apply once only.
		5.          The minimum portfolio size for the purpose of calculating fees $20,000
		Initial Portfolio Establishment Fees
		Equity Portion of the portfolio
		On the first	$100,000	3.00%
		On the next	$100,000	2.50%
		On the next	$100,000	1.50%
		On the next	$200,000	1.00%
		On the next	$500,000	0.50%
		Over	$1,000,001	0.50%
		Income Portion of the portfolio  0.50%    (When brokerage received from the supplier  0.00%)
		On Existing Investments Taken Over (where applicable)
		On the first	$500,000	0.50%
		Balance	$balance	Nil