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What We Do

Our Fees

Your investment is based on the complexity of your financial situation along with the agreed areas of advice you need.

Investing in you

How our fees work

Advice fees vary depending on the financial planner and the type of advice that’s right for you.

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Initial meeting fee

During the initial meeting we strive to clarify your short term and long-term financial objectives and help you determine the areas you need to focus on.

We’ll assess your current situation and help you formulate and quantify your future goals. If we determine we can help you, we’ll propose the best way forward.

Clarity leads to confidence. Confidence leads to taking action.

Please note that the fee for the initial meeting is $199. This fee can be waived if you are referred to us from an existing client or one of our business partners.

Advice fees

The initial (set up) fee is based on the complexity of your situation and starts at $4,750. This one-off fee is paid at the implementation of your initial plan.

The ongoing investment advice and plan tracking services start at $292 per month which can be tax deductible and is paid for monitoring of your long-term plans.

You may be able to pay for your financial plan (fully or partially) from your super. This method of payment is often preferred as it allows our clients an opportunity that may otherwise be out of reach.

Full fee schedule
First meeting

Initial Consultation

The objective is to gain understanding of who you are and whether opportunity exists for us to make an impact.

from $199

Implementation

Initial Plan Setup

Based on complexity of your situation.

from $4,750

Ongoing Partnership

Plan Tracking & Review

Ongoing investment advice and plan tracking. Tax deductible for eligible clients.

from $292 /mo

Explore more on what we do

Logo - Charter Financial Planning
Logo - ASTRUM Awards - Practice of The Year Finalist
Logo - ASTRUM Awards - Customer Excellence Finalist
Logo - Most Trusted Advisors Award
37 Years Est.| 80 Years Experience| 5 Most Trusted Advisor| 3 Locations