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.
| 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.