How our fees work

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 $3,900. 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.

Still have some questions?

If you want to discuss your particular situation with one of our financial planners. Either complete the book a coffee form or call directly on 02 9328 0876 so that we can arrange an appointment.