Financial advice fee options
Whether you have a specific goal in mind or are after a complete financial overhaul, we can tailor our service and our fees to your situation.
One-off consultations
We can provide an hourly rate service that’s perfect for ad-hoc advice on a specific area. This will not involve a Statement of Advice (Financial Plan).
Scaled or limited advice
If you have one or two financial goals, such as buying a house, or choosing your superannuation fund, this option is ideal for you. This will include a Statement of Advice and specific recommendations.
Comprehensive advice
This is the best option if you’re after a holistic plan that covers your overall financial situation. It considers major life events, such as retirement, inheritance, marriage, or divorce, and helps you prioritise your goals.
Ongoing advice
As your partner in wealth creation, we offer ongoing reviews to keep track of your plan and help you navigate through life changes. We’ll monitor performance, make necessary adjustments, and give guidance when you need it.
