Intrepid Wealth has advised clients that its fees will increase by 4.50%, effective 1 July 2026, in line with the Consumer Price Index (CPI).
According to the firm, the adjustment reflects the rising cost of delivering financial advice services and is intended to support the continued provision of high-quality advice and client service.
Fee Disclosure Statements
Clients will also receive their Fee Disclosure Statement (FDS) in the coming weeks.
Once received, clients are encouraged to review and sign the document promptly to help ensure there is no interruption to their ongoing financial advice services.
Questions and Support
Clients with questions about the fee adjustment, their Fee Disclosure Statement, or how the changes may apply to their circumstances are encouraged to contact their adviser directly for further information.
