Family Pricing: Maximise Value for Your Family Unit

The basics of family pricing

Frequently asked questions

Who is included?

What are the benefits?

The guiding principle is to include family members and associated entities that form part of the collective advice plan for the family unit.

Family pricing supports the PSG advice process during periods of inter-generational wealth transfer or when executing financial advice plans through more complex structures, such as trusts and companies.

The following family members and associated entities may be included as part of a family unit:

Spouse
Siblings
Children (regardless of the age of majority)
Parents
Grandparents
Grandchildren
Family trusts
Family-owned companies

Family pricing also helps families to:

Start a conversation around saving and investing in the family.
Opens the door for younger investors to gain advice and benefit from lower administration/offshore custody fees on securities.
Gain advice for members of the family who might previously have thought financial advice is too expensive.

Will clients who are part of the same family unit be able to view each other’s information?

No, client accounts are grouped for fee calculation purposes only. There are no other changes from the existing secure transactional site functionality, as it only relates to the disclosure of information.

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Together you can prosper – Choose Family Pricing

The basics of family pricing

Frequently asked questions