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...

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.

Financial plan initial (set up) fees are based on the complexity of your financial situation along with the agreed “scope of advice” (what areas of advice you require). start from $2,985 and can range depending on the complexity of your situation. As we continue working together, an ongoing coaching fee starting from $99 per month will ensure you’ll stick to your plans.

 

Download our - Schedule of Fees

 

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 coffee and a complimentary chat about your financial goals.

BOOK A COFFEE

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

Wollongong

Suite 5C / 52
Burelli St
Wollongong
NSW 2500

02 4229 8533