Our Fees

Our fees vary for each client. We take into consideration the amount of time and complexity of work required, so we will discuss our fees during our initial chat. Then we can also provide you with our Financial Services Guide so you can make a decision about whether you wish to work with us.

 

We’ll provide you with an estimate of costs, depending on your situation. Some of our services can be funded from your super. We can work this out during your initial no-cost, obligation free chat.

 

If we don’t think we can add more value than the advice will cost then we will be upfront about that. We won’t take on clients unless we believe we can add value relative to the cost.

Independently operated, Superannuation, Investments, SMSF, Super, wealth, property, business, cashflow, management, money, buy, selling, goals, buying, wealth creation, Estate, Centrelink, business, finance, FPA, AFA, Tax, tax effective, annunity, annunities, Life insurance, Trauma, insurance, TPD, Income Protection, Wills, investor, Private wealth, retire, Shares, cash, Wholesale Unit Trusts, Superannuation Wrap Funds, Self-Managed Superannuation Funds, Income producing Investments, Life & Income Replacement Insurance, Centrelink Advice, Retirement Planning, Ethical & Sustainable Investments, Agribusiness Investments, Infrastructure Investments, Tax Effective Investments, Negative Gearing, Direct Shares/Equities, stocks, International Investments, Salary Sacrifice, Finance Services, Housing Loans, Lo Doc Loans, Business Loans, Commercial Loans, Equipment Finance, Taxation Services Include, Personal Tax Returns, Company Tax Returns, Preparation of Business Financials