AJB Financial Solutions

  • Home
  • Commitment
  • Our Team
  • Financial Advice
  • Fee Structure
  • Contact Us

Fee Structure

Our fees are based upon a combination of the time and value we provide in assisting you to secure your financial future.

Financial Planning involves a great deal of effort and experience, and our role is to simplify the entire process, ensuring your financial affairs are structured for your long-term financial security.

Initial Interview

At our cost we provide a First Interview (up to 1.25 hours duration) for those wishing to use our considerable experience and expertise.

This interview is designed to identify our ability to assist you, and your comfort in working with us.

Advice Preparation

If you request us to prepare a tailored Statement of Advice for you, we will quote and agree to a cost with you. This cost will vary depending on the complexity of the advice required.

baby

boats

family

Single StrategyIncluding: Savings Plans, Superannuation Consolidation, Insurance Review & Recommendation $550 – $1,100
Dual StrategyIncluding: Superannuation, Retirement Planning, Gearing, Centrelink, Estate Planning, Salary Packaging Salary packaging $1,100 – $2,200
Comprehensive Plan Tax & business structures From $2,200
Our minimum Advice Preparation fee $550 (incl. GST).

NOTE: Advice Preparation fees are payable whether you proceed or not.

 

Advice Implementation Fee

If you request us to proceed with any of the recommendations in the Statement of Advice we have set fees to implement those steps. These fees are tailored to your individual requirements, and are only charged if you request us to proceed with the additional work. A guide to these charges is listed below.

Investment Debt management $220 per set up of each facility or rollover/transfer funds
Insurances Insurances Salary packaging 20%-80% of first year premiums paid by the provider
Finance Tax & business structures We use a specialist provider for any finance arrangements. We do not receive any commission.
Self Managed Superannuation Fund $1,750 inclusive of Legal docs, ABN/TFN and Investment Strategy for Individual Trustees.Additional $840 legal fees for Corporate Trustees

ONGOING Adviser service Fees

Fees for ongoing advice and service to maintain your strategy and ensure you continue on your path to financial security will be quoted and agreed to with you based on clients individual needs.

*Please note that all amounts quoted are inclusive of GST.

Contact details

Business Address
Suite 13, Dalton Centre
1 Newspaper Place
MAROOCHYDORE QLD 4558

Postal Address
PO Box 6110
MAROOCHYDORE
QLD 4558

T: 07 5475 4115
M: 0419 931 653
F: 07 5335 1238
E: andrew@ajbfs.com.au

View Larger Map

Professional Investment Services
Level 6, 2 Elizabeth Plaza, NORTH SYDNEY NSW 2060
ABN 11 074 608 558 | AFSL 234951
T: 1300 557 598
F: 02 9921 6999
E: info@profinvest.com.au
W: www.centrepointalliance.com.au

Centrepoint Lending Solutions
ABN 40 100 947 804 | Australian Credit Licence 377711
T: (07) 5574 0244
E: cls@cpal.com.au
W: www.cpal.com.au/cls
Level 9, 10 Bridge Street, Sydney NSW 2000

Professional Investment Services Financial Services Guide (FSG)

Home | Commitment | Our Team | Financial Advice | Fee Structure | Contact Us


PIS Financial Services Guide/Privacy Policy - PIS Complaints Process


AJB Financial Solutions Pty Ltd ABN 15151480741 – Corporate Authorised Representative Number – 407111 is a Corporate Authorised Representative of Professional Investment Services Pty Ltd ABN 11 074 608 558 | AFSL 234951

Andrew Buhk Authorised Representative Number 244689 is a
Sub-Authorised Representative of Professional Investment Services Pty Ltd ABN 11 074 608 558 | AFSL 234951

Professional Investment Services Pty Ltd (PIS): E-Mail: info@profinvest.com.au
Website: www.centrepointalliance.com.au - - HO Telephone: 1300 557 598



Web Design by Websites Sunshine Coast