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Clear fees, agreed before we start.
Choose the level of help that suits you. Every fee is confirmed in writing before you commit, and you can ask us anything about costs at any time.
One-off meeting
Strategy session
$495
one-off
A focused 60-minute session to talk through a specific question and your options.
One topic, in depth
Clear next steps
Credited if you go ahead with a plan
Upfront advice
Your financial plan
from $3,300
one-off
Personal advice on your whole situation, documented in a written Statement of Advice.
Discovery meeting and research
Written Statement of Advice
Help putting the plan in place
Ongoing advice
Stay on track
from $2,750
per year
Regular reviews and support as your life, markets and the rules change.
Annual or six-monthly reviews
Support whenever you need it
You confirm each year whether to continue
Insurance commissions: if we recommend insurance, the insurer may pay us a commission. Any commission is disclosed to you in writing before you decide. Fees shown are examples for this template and include GST where applicable.
