How much will a financial plan cost?

We do not charge for our first meeting as it's a chance for us to learn about each other. It’s where we explore if we can assist you and discuss ways that we can work together. We allow you the opportunity to think about our meeting and if you’re happy to set up a second appointment.

At our second meeting, we will go into more depth and discuss specific areas of advice and give you an idea of the how much our advice will cost. This is completed on an individual basis as everyone’s circumstances differ and will require different levels of work.

We are a Fee for Service practice, so you will know the exact cost before proceeding with any advice.

The payment of our services is usually paid from your super or investment unless you request otherwise. This payment method allows our clients an opportunity that may often be out of reach. Payment is not requested until we complete your financial plan and is outlined in an agreement between us both.

If you have any questions call us on (02) 8004-8699 or Email Us to set up an appointment.