How much does a Financial Plan cost?
We operate on a fee-for-service basis. That means that we only charge for the time it takes us to prepare your financial plan. Our Advisers are paid a fixed salary and do not charge or receive commissions that could potentially undermine the quality of the advice provided. All commissions paid to us by product providers are rebated back to you where possible.
Fees will be charged from $220 (incl. GST) upwards depending on the complexity of the plan. The range for most financial plans (also called a Statement of Advice) is expected to be between $660 and $4,000.
This will be discussed in your initial appointment with your Adviser and you will be provided with an itemised fixed quote.