Our Fees

The first meeting is the most important one. It’s where we focus on clarity.

Your past behaviours led to decisions that brought you here today. We’ll assess your current financial situation and your practical understanding of wealth growing fundamentals so it’s clear what you need to focus on. We’ll discuss your future goals and the life you wish to plan for. We’ll also determine whether we can help you and talk about the best way forward.

Please note that the fee for the first consultation is $99.

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

The initial advice fee is based on your complexity and starts at $3,900. This is a one-off fee and is paid when we implement your plan.

The ongoing investment advice fee starts at $292 per month which can be tax deductible. It’s designed to track your progress towards your long-term goals.

You may be able to pay for your financial plan using your super or investments. This method of payment is often preferred as it allows our clients an opportunity that may otherwise be out of reach due to cashflow restrains.

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

 

 

Still have some questions?

Our team members are happy to help, send an enquiry, book an appointment or call directly on 02 4229 8533.

 

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

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Get in touch or make an appointment

Corrimal

Shop 1
225 Princes Highway
Corrimal, NSW 2518

02 4229 8533

02 4229 8533

Come visit us by appointment.