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 first meeting is often the most important one.

During this meeting we strive to get you clarity about where you are today and the reasons why money is important to you.

We’ll assess your current situation and help you formulate and quantify your future goals and the life you wish to plan for. If we determine we can help you and we’ll propose the best way forward.

Clarity leads to confidence. Confidence leads to taking action.

Please note that the fee for the first consultation is $99.

The initial (set up) fee is based on the complexity of your set up and starts at $850. This is a one-off fee and is only charged when we implement your new plan or strategy.

The ongoing coaching starts at $165 per month which can be tax deductible. It’s designed to track your progress, hold all parties accountable and will make sure you remain disciplined with your long-term plans.

 

Download our - Fee Summary

 

You may be able to pay for your financial plan (or part of) 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.

BOOK A MEETING

Get in touch or make an appointment

Edgecliff

Suite 13 / 201 
New South Head Rd
Edgecliff
NSW 2027

02 9328 0876

Sydney City

Level 10 / 20 
Martin Place
Sydney
NSW 2000

02 9328 0876

Corrimal

Shop 1 / 225 
Princes Highway
Corrimal
NSW 2518

02 4229 8533

02 9328 0876

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