Our Fee Structure

The value of advice

We believe that full disclosure and transparency of any fees is paramount to developing trust with our clients.

Interwest operates using a “fee for advice” structure which means that you only pay for the advice we develop, not for the products we choose. This ensures that all recommendations are in the best interest of our clients.

Staying true to our company values, this fee structure allows us to provide the most appropriate and objective advice for you in the clearest way possible.

An ongoing relationship

While your initial advice is the key to setting you on the right path, our ongoing support gives you the freedom to change and grow knowing that your plan remains appropriate for your needs.

We offer a range of ongoing service packages that are tailored to various situations. We will discuss the most suitable option and then continue to work with you to ensure you stay on track to meet your financial goals.

Our ongoing service includes regular reviews and timely information allowing you to make educated decisions about your financial future. As always, your financial planner and client service representative are available to answer any queries you may have in between your scheduled servicing.