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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. It’s where we will explore whether we can help you and talk about ways we could work together. This first catch up is at no cost 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) fee 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.

If you’re pressed for time, please feel free to send us an enquiry and one of our planners will be in contact within 24 hours.

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Most Trusted Advisor 2014
Most Trusted Advisor 2015
Most Trusted Advisor 2016
Most Trusted Advisor 2017
Most Trusted Advisor 2018