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 clarify your short term and long-term financial objectives and help you determine the areas you need to focus on.

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.

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 situation and starts at $3,900. 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.

 

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.