Initial financial advice fees
Initial advice fees are quoted upfront and depend on the complexity and scope of advice.
If you don't need a full financial plan, we can scale our advice to meet your requirements.
Our fees typically range from $1,200 to $5,000.
All initial phone calls are complimentary and obligation-free, except where you only want general information/education on financial concepts, in which case we charge hourly rates of $330.
For our first appointments, we charge a fee of up to $125.
We remove commissions from products when possible, resulting in discounted product fees.
Accounting fees are fixed and they are agreed to via a 'Terms of engagement' before commencing work for the year ahead.
Due to the variety in business, the amount of work required for each client varies significantly, and each client has individualised fees.
All initial consultations are complimentary and obligation-free.
Ongoing Care fees
For clients who are looking for ongoing guidance, we do provide a 12-month Ongoing Care service.
The level of guidance will vary depending on individual needs.
Fees for this 12-month agreement start from $165 per month.
If you do not want or need advice on an ongoing basis, in limited circumstances we do offer limited-scope review services for a once-off fee.
Your financial adviser will determine if this approach is suitable.
Business advisory services
Our business advisory services will be quoted on an individual basis, determined by your business needs.
Services include but are not limited to:
Restructuring as the business grows and needs change
Research and Development assistance
Short term and long-term strategic business planning
Mentoring of business owners and successors
Exit and succession strategies