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:

• 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