Type of Advice

Strategy & Implementation

Issues based scaled advice for clients who have specifically indentified needs. These could range from insurance needs to consolidating super accounts etc. $1,100 (inc GST)
Transition to Retirement $2,200 (inc GST)
Ongoing monthly cashflow monitoring (Prospera)
This includes 1 re-model every 2 years.
$2,200 per annum (inc GST)
Strategic Planning Package for clients who have multiple needs, explore various strategies to consider and require a high level of coordination $5,500 (inc GST)
The initial consultation is at our expense. This is our investment in assisting us to understand your needs. Subsequent consultations will be charged by agreement at an agreed rate. Other services we provide that are not covered by these arrangements, may be charged at an agreed rate prior to commencing the work.

Services and Fees

For ad-hoc assistance beyond that offered under your chosen Service Package, the following additional services are available:

Service

Fee (inc GST)

Strategy Paper $1,100
Centrelink Assistance $880
Adviser Consultation (per hour)
  • Divorce settlement
  • Financial hardship
  • Insurance Claims
Minimum charge one hour
$440
Re-model $1,100