Fees for Financial Planning Services

Initial Contact and Telephone Discussion

Introduction & Discovery

Includes up to 30 minutes of discussion and a review of the current situation. Answer client questions, Initial Fact Finding, Identify Client Goals and Objectives, Identify and Agree on Scope of Advice and beginning Strategies.
(No Personal Financial advice given)
No Charge

Initial Meeting

Face to Face meeting (Client Home or our Offices) Skype and/or Zoom meetings also available

Face to Face, Zoom or Skype meeting, Meet and Greet, Answer client questions, Initial Fact Finding, Identify Client Goals and Objectives, Identify and Agree on Scope of Advice and beginning Strategies, Identify Family agenda, Comprehensive Information Session, Review of current situation, Understand the client’s Personal Health, Capacity and Family Circumstances, Review existing Estate planning, Identify any Issues for attention, Identify and Agree on Financial Planning Services fees and charges. (Typically; 90 Minutes)
(No Personal Financial Advice Given)
Initial Meeting 1½ Hour - $680 + GST. Additional Hour - $450 + GST

Strategy Paper

Discussion Paper

Face to Face, Zoom or Skype meeting. Meet and Greet, Answer client questions, Initial Fact Finding, Identify Client Goals and Objectives, Identify and Agree on Scope of Advice and beginning Strategies, Identify Family agenda, Comprehensive Information Session, Review of current situation, Understand the client’s Personal Health, Capacity and Family Circumstances, Review existing Estate planning, Identify any Issues for attention, Identify and Agree on Financial Planning Services fees and charges, Complete a comprehensive Fact Find, Strategy Review includes; Budgeting and cash flow strategies, Debt management Strategies, Review Age Pension payments, Strategies to grow wealth, Tax effective strategies, structuring and planning, Superannuation strategies, Retirement planning, Centrelink and Department of Veteran Affairs and Strategy Opportunity, Estate planning circumstances and Strategy Opportunity and Cash Flow illustrations.
$1,580 + GST

Basics Package

Simple Advice

Face to Face, Zoom or Skype meeting. Meet and greet, Answer client questions, Complete a comprehensive Fact Find. Identify Client Subject Matter, Goals and Objectives. Identify and Agree on Scope of Advice and beginning Strategies. Comprehensive Information Session, Review of current situation, Understand the client’s Personal Health and Family Circumstances, Review existing Estate planning and Identify any Issues for attention. Identify and Agree on Scope of Advice and Financial Planning Services fees and charges. Subject matter includes; Budgeting Strategies and recommendations, Debt management - structuring your affairs to clear inefficient debt also using debt to your advantage to build wealth, Budgeting and cash flow strategies, Debt management Strategies, Review Age Pension eligibility and payments, Strategies to grow wealth, Tax effective strategies, structuring and planning. Superannuation strategies, Retirement planning, Centrelink and Department of Veteran Affairs and Strategy Opportunity, Estate planning circumstances and Strategy Opportunity, Cash Flow illustrations, Retirement adequacy 'Gap' analysis and Strategy, Risk Analysis - Protecting the things that are important to you from the risks of life i.e. loved ones, assets, income, lifestyle, and business. Redundancy and employment termination advice, Investment advice and portfolio construction, Superannuation advice and portfolio construction, Financial Product recommendation. Identify and document appropriate Strategies; Alternatives and Recommendations with a Statement of Advice (SoA). Peer Review and Compliance check. Provide information on Ongoing Advice/Regular Review Services fees and charges. Portfolio review schedule and ongoing management determined and agreed. Identify, and agree on scope and frequency of Ongoing Advice/Regular Review Services, fees, and charges. Follow up meeting(s).
$3,850 + GST

Silver Package

Complex Strategy, Comprehensive Advice.

Face to Face, Zoom or Skype meeting. Meet and greet, Answer client questions, Complete a comprehensive Fact Find. Identify Client Subject Matter, Goals and Objectives. Identify and Agree on Scope of Advice and beginning Strategies. Comprehensive Information Session, Review of current situation, Understand the client’s Personal Health and Family Circumstances, Review existing Estate planning and Identify any Issues for attention. Identify and Agree on Scope of Advice and Financial Planning Services fees and charges. Subject matter includes; Budgeting Strategies and recommendations, Debt management - structuring your affairs to clear inefficient debt also using debt to your advantage to build wealth, Budgeting and cash flow strategies, Debt management Strategies, Review Age Pension eligibility and payments, Strategies to grow wealth, Tax effective strategies, structuring and planning. Superannuation strategies, Retirement planning, Centrelink and Department of Veteran Affairs Documentation & Implementation - Age Pension Application/Update and/or Assistance with Combined Assets & Income Test forms from (Centrelink) Services Australia, Estate planning circumstances and Strategy Opportunity, Cash Flow illustrations, Retirement adequacy 'Gap' analysis and Strategy, Risk Analysis - Protecting the things that are important to you from the risks of life i.e. loved ones, assets, income, lifestyle and business. Redundancy and employment termination advice, Investment advice and portfolio construction, Superannuation advice and portfolio construction, Financial Product recommendation. Identify and document appropriate Strategies; Alternatives and Recommendations with a Statement of Advice (SoA). Peer Review and Compliance check. Provide information on Ongoing Advice/Regular Review Services fees and charges. Portfolio review schedule and ongoing management determined and agreed. Identify, and agree on scope and frequency of Ongoing Advice/Regular Review Services, fees, and charges. Multiple follow up meeting(s).
$4,750 + GST

Gold Package

Multiple Entity, Complex Strategy, Comprehensive Advice.

Face to Face, Zoom or Skype meeting. Meet and greet, Answer client questions, Complete a comprehensive Fact Find. Identify Client Subject Matter, Goals and Objectives. Identify and Agree on Scope of Advice and beginning Strategies. Comprehensive Information Session, Review of current situation, Understand the client’s Personal Health, Capacity and Family Circumstances, Review existing Estate planning and Identify any Issues for attention. Identify and Agree on Scope of Advice and Financial Planning Services fees and charges. Subject matter includes; Budgeting Strategies and recommendations, Debt management - structuring your affairs to clear inefficient debt also using debt to your advantage to build wealth, Budgeting and cash flow strategies, Debt management Strategies, Review Age Pension eligibility and payments, Strategies to grow wealth, Tax effective strategies, structuring and planning. Superannuation strategies, Retirement planning, Centrelink and Department of Veteran Affairs Documentation & Implementation - Age Pension Application/Update and/or Assistance with Combined Assets & Income Test forms from (Centrelink) Services Australia, Estate planning circumstances and Strategy Opportunity, Cash Flow illustrations, Retirement adequacy 'Gap' analysis and Strategy, Risk Analysis - Protecting the things that are important to you from the risks of life i.e. loved ones, assets, income, lifestyle and business. Redundancy and employment termination advice, Investment advice and portfolio construction, Self-managed super funds (SMSFs), including appropriateness, investment strategy, analysis and strategies, Superannuation advice and portfolio construction, Financial Product recommendation. Identify and document multiple complex strategies, alternatives, and recommendations with a Statement of Advice (SoA). Peer Review and Compliance check. Provide information on Ongoing Advice/Regular Review Services fees and charges. Portfolio review schedule and ongoing management determined and agreed. Identify, and agree on scope and frequency of Ongoing Advice/Regular Review Services, fees, and charges. Multiple follow up meeting(s).
$5,600 + GST

Platinum Package

Multiple Entity, Multiple Complex Strategy, Comprehensive Advice.

Face to Face, Zoom or Skype meeting. Meet and greet, Answer client questions, Complete a comprehensive Fact Find. Identify Client Subject Matter, Goals and Objectives. Identify and Agree on Scope of Advice and beginning Strategies. Comprehensive Information Session, Review of current situation, Understand the client’s Personal Health, Capacity and Family Circumstances, Review existing Estate planning and Identify any Issues for attention. Identify and Agree on Scope of Advice and Financial Planning Services fees and charges. Subject matter includes; Budgeting Strategies and recommendations, Debt management - structuring your affairs to clear inefficient debt also using debt to your advantage to build wealth, Budgeting and cash flow strategies, Debt management Strategies, Review Age Pension eligibility and payments, Strategies to grow wealth, Tax effective strategies, structuring and planning. Superannuation strategies, Retirement planning, Centrelink and Department of Veteran Affairs Documentation & Implementation - Age Pension Application/Update and/or Assistance with Combined Assets & Income Test forms from (Centrelink) Services Australia, Estate planning circumstances and Strategy Opportunity, Cash Flow illustrations, Retirement adequacy 'Gap' analysis and Strategy, Risk Analysis - Protecting the things that are important to you from the risks of life i.e. loved ones, assets, income, lifestyle and business. Redundancy and employment termination advice, Investment advice and portfolio construction, Self-managed super funds (SMSFs), including appropriateness, investment strategy, analysis and strategies, Superannuation advice and portfolio construction, Financial Product recommendation. Identify and document multiple complex, multi entity, strategies, alternatives, and recommendations with a Statement of Advice (SoA). Peer Review and Compliance check. Provide information on Ongoing Advice/Regular Review Services fees and charges. Portfolio review schedule and ongoing management determined and agreed. Identify, and agree on scope and frequency of Ongoing Advice/Regular Review Services, fees, and charges. Multiple follow up meeting(s).
$7,500 + GST