FINANCIAL PLANNING SERVICES

Want to know what a financial planner costs?

Financial advice to help you live the life you want

We tailor our services to your future goals, lifestyle and specific circumstances. We offer two comprehensive options based on an annual fee which covers our advice, suggestions, meetings, documentation and any adjustments for changing circumstances.

Standard package

Our standard package is a comprehensive financial service that is perfect for most people, particularly those starting to think about managing their wealth. No matter what your motivations and vision for your future, we can help create a bespoke financial plan for you.

What’s included

Meetings

  • An initial discovery meeting to get to know you and understand how we can help.
  • In depth meeting to fully explore your situation, challenges and goals to inform our strategy and plan.
  • Presentation of your plan to explain our recommended strategic direction for the year and to discuss any questions or changes that arise.
  • Scheduled follow ups during the year to check in on your progress with the plan.

Advice

  • Your own financial advisor who you can contact at any time to discuss any queries or changes to your current circumstances.
  • Annual reviews of your financial plan to discuss how the year went, your vision for the year ahead and any changes or new goals for your future.

Reports

  • An outline document giving you an overview of how we can help based on your current needs and long-term goals.
  • A tailored strategy and plan for the year taking into account your circumstances and aspirations, as well as the current economic conditions, legislation and regulations that need to be adhered to.
Starts from$400inc. GST per month

Premium package

Perfect for people with complex finances, share portfolio and businesses, our premium retainer is our complete package of services to manage and look after your finances. Nothing is too complex to make your path to the future you want clear and stress-free.

What’s included

Meetings

  • An initial discovery meeting to get to know you and understand how we can help.
  • In depth meeting to fully explore your situation, challenges and goals to inform our strategy and plan.
  • Presentation of your plan to explain our recommended strategic direction for the year and to discuss any questions or changes that arise.
  • Scheduled follow ups during the year to check in on your progress with the plan.

Advice

  • Your own financial advisor who you can contact at any time to discuss any queries or changes to your current circumstances.
  • Annual reviews of your financial plan to discuss how the year went, your vision for the year ahead and any changes or new goals for your future.

Reports

  • An outline document giving you an overview of how we can help based on your current needs and long-term goals.
  • A tailored strategy and plan for the year taking into account your circumstances and aspirations, as well as the current economic conditions, legislation and regulations that need to be adhered to.

Added value

  • Ongoing work throughout the year for complex portfolios.
  • Preparing and facilitating any big investment changes you would like to undertake.
  • Planning, establishing and managing your self-managed funds and direct shares.
  • Financial advice and implementation of any legislative changes to your funds.
Starts from$650inc. GST per month

Financial planning services for every part of life

Career

Starting a business
Work/life balance
Job and career change

Home

Budgeting
Expenses
Marriage
Starting a family
Home upgrade
Insurance
Holidays/Travel
Children’s education
Saving for your future

Income

Investing
Inheritance
Superannuation
Estate planning

Financial planning services for every part of life

Career

Starting a business
Work/life balance
Job and career change

Home

Budgeting
Expenses
Marriage
Starting a family
Home upgrade
Insurance
Holidays/Travel
Children’s education
Saving for your future

Income

Investing
Inheritance
Superannuation
Estate planning

Take the first step towards a future you want