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What We Do

Our Fees

Your investment is based on the complexity of your financial situation along with the agreed areas of advice you need.

Investing in you

How our fees work

Advice fees vary depending on the financial planner and the type of advice that’s right for you.

We will only propose to work with you if it is clear that the potential value of working together represents a high multiple of the fee you would pay.

By the end of the first meeting, we will provide with at least a range of fees and will let you determine whether you wish to proceed to the second meeting.

We will agree on your initial fee upfront and sign a fee agreement before starting to work on your plan.

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. The main objective is to determine whether an opportunity exists to make an impact.

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.

Please note that the one-off fee for the initial meeting starts at $199 and we will confirm it with you before your initial meeting.

The first meeting 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 $4,750. 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.

First meeting

Initial Consultation

The objective is to gain understanding of who you are and whether opportunity exists for us to make an impact.

from $199

Implementation

Initial Plan Setup

Based on complexity of your situation.

from $4,750

Ongoing Partnership

Plan Tracking & Review

Ongoing investment advice and plan tracking. Tax deductible for eligible clients.

from $292 /mo

More on What we Actually Do

Explore more on what we do

Logo - Charter Financial Planning
Logo - ASTRUM Awards - Practice of The Year Finalist
Logo - ASTRUM Awards - Customer Excellence Finalist
Logo - Most Trusted Advisors Award
37 Years Est.|80 Years Experience|5 Most Trusted Advisor|3 Locations

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