Pricing of Financial Concepts Session – first appointment
A Financial Concepts Session is a 90 minute meeting with an adviser. It provides an opportunity for you to clarify your goals, work through your financial priorities and to start to fill in gaps in your financial knowledge. This session may stand-alone as an opportunity to increase your financial knowledge or become the first step towards addressing and establishing your financial plan.
Cost $270 (waived if proceed with advice)
Pricing of a Comprehensive Statement Of Advice (SOA)
Following your Financial Concepts Session you will have greater clarity on your financial goals and priorities. If we determine together that you have a need for advice in particular areas, your adviser will outline the specific scope of the advice that we propose and the cost for that advice.
Typical Cost for comprehensive financial plan
$2,000 – $4,500.
Depending upon your particular needs it may include advice across some of the following areas: insurance recommendations; super fund review; superannuation contributions; property investing analysis; lending strategy; debt reduction strategies; retirement projections; investment recommendations; budgeting and cashflow advice; borrowing to invest analysis; establishing retirement incomes streams; estate planning; Centrelink analysis; home purchase planning.
Where cash flow is an issue for clients we will be open to spreading the cost of the initial advice fee over a period of time. Please let us know if you would like to explore this.
Smaller Packages for a particular need
There are times when a comprehensive plan is not the right option for you. We have developed some smaller style packages. We can discuss with you whether these may be appropriate to your needs.
Superannuation fund review – Cost from $1,900
Investment of a lump sum – Cost from $1,900
Retirement projection – Cost from $1,900