How do you pay for our service?

We have outlined the associated costs for each stage of our service, ad hoc fees and hourly rates

If you elect to receive the Ongoing Service, we will charge you a percentage of your investments. This charge will be deducted from your investments, of which 0.12% goes to Openwork on an ongoing basis. This charge pays for ongoing technology and administrative support for investment products provided by Openwork to help maintain the quality and delivery of the Ongoing Service. In addition Newcastle Financial Advisers also pays a percentage of the total fees to Openwork for the advice and support service they provide.

Ad Hoc Fees and Hourly Rates

Our ad hoc fees and hourly rates apply when we are undertaking work for customers who have not taken our Ongoing Service. Our fees for our portfolio review service and transaction fees can be viewed below.