Our Fees

We have been a fee for service firm since 2003.

Our fees reflect the value of our advice to our clients and the services we provide.  All of our fees are transparent and we will not charge a fee to a client without prior client approval.

We have an Extensive list of fee payment options, some of these are as follows:

  • Initial Fees - Plan Fees - Payment ( % or Fixed amount) either personally, by the business or via superannuation
  • Ongoing Service Fees - In general the fees can be percentage based or fixed fee or a combination.
  • Insurance Review Fee - Percentage Based
  • Service Fees for Different Service are tailored per client and per service offer:
    • Multi - Family Office Clients
    • Business & CEO Service
    • SMSF & Superannuation Service
    • Platinum Clients
    • Gold Clients
    • Silver Clients

Should you wish us to design tailored service for you, please contact us on 08 9207 4720

Brendon Barnes, Stephen Casella, Chantel Oosthuizen, Datasoft Enterprises Pty Ltd t/a Barnes Wealth Management are Authorised Representatives of GWM Adviser Services Limited ABN 96 002 071 749, trading as Garvan Financial Planning an Australian Financial Services Licensee, Registered office at 105-153 Miller St North Sydney NSW 2060 and a member of the National Australia group of companies.

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