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
Accounting fees are fixed and they are agreed to via a 'Terms of engagement' before commencing work for the year ahead.
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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.
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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.
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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:
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Restructuring as the business grows and needs change
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Research and Development assistance
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Short term and long-term strategic business planning
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Mentoring of business owners and successors
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Exit and succession strategies