Fees are based on the complexity of your financial situation along with the agreed “scope of advice” in other words based on what areas of advice you need

Our Fees

The cost is what you pay; the value is what you get...

Our first meeting is very informal. It’s a chance for us to learn about each other before we talk about fees. It’s where we will explore whether we can help you and talk about ways we could work together. If you are referred to us by an existing client, this first catch up is at no charge to you.


At our second meeting, we will open our discussions further including specific areas of advice and give you an idea of how much it will cost.

We are a Fee for Service practice, so you know the exact cost before proceeding with any advice and you only pay for the advice you want.

Initial (set up) fee is based on the complexity of your financial situation along with the agreed scope of advice and starts at $850. Ongoing coaching fee, starting at $165 per month, will ensure you’ll stick to your long term plan.


Download our - Fee Summary


You may be able to pay for your financial plan 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.


Join us for a friendly chat about your financial goals.


Get in touch or make an appointment


Suite 13 / 201 
New South Head Rd
NSW 2027

02 9328 0876

Sydney City

Level 10 / 20 
Martin Place
NSW 2000

02 9328 0876


Shop 1 / 225 
Princes Highway
NSW 2518

02 4229 8533

02 9328 0876

Come visit us by appointment at one of our three office locations.