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. If you are referred to us by an existing client, 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.

Initial (set up) fee is based on the complexity of your financial situation along with the agreed scope of advice and starts at $850. Ongoing coaching fee, starting at $165 per month, will ensure you’ll stick to your long term plan.

 

Download our - Fee Summary

 

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.

Join us for a coffee and friendly chat about your financial goals.

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