SCHEDULE OF FEES

ServicesFees (inc GST)
Life Risk Recommendation:*$1,320.00
Personal Superannuation and Investments:*$1,100.00
Financial Planning Strategies advice:*$1,320.00

* These are the minimum fees payable irrespective of whether you decide to implement my recommendations. However, if mutually acceptable, I may receive commission from a life insurance product provider in lieu of you paying the above fees.  

My fees are fixed according to the client’s (your) agreed objectives and are based upon my hourly rate of $220 inc GST and the time estimated to complete the work. 

General Advice

Where you want information or an explanation of financial planning concepts/strategies that is not specific to your personal situation, “general advice” can be provided. An hourly rate based fee will be charged.

You have the option to transition to “full or limited advice” that takes into account your personal situation/needs/objectives. The full financial planning process would be applied for you in this case. 

Reviews

As part of my ongoing client management I will conduct reviews on the client’s plan as follows (ie minimum fee):

  • Annually: Review fee    $660
  • Bi-annual: Review fee  $1,320

Higher fees will be charged where the volume and/or complexity of the work does not reflect the fees quoted above (as example, sometimes for self managed super cases).

In all other cases (e.g. ad hoc advice) a time based fee will be charged for services provided.

If you have any queries about fees please address these with me at the first meeting, where I will explain my work process, timelines and proposed fees.  Lodge an inquiry on my fees and any other matters via our inquiry form.

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