Financial Advice Price
Our financial advice fees depend on the scope of the advice you want from our advisers.
After establishing your financial goals in the first meeting, we propose the best way forward. Our financial adviser will offer you a service guide indicating all the fees we charge for financial advice. The guide is comprehensive, and we leave nothing out, so you will not encounter hidden fees later.
Initial meeting – no fee applied.
Fees that we charge are typically for:
We believe everybody is entitled to financial advice whenever they need it, regardless of their level of wealth.
That is why we offer flexible payment plans for our services. We may charge you fees for services, have you fee paid out of your superannuation or investment fund, or a combination of both.
** I need to insert a table here **
Our Offering & Pricing Guidelines |
Package 1 |
Package 2 |
Package 3 |
Package 4 |
Minimum Package Fee | $XXXX | $XXXX | $XXXX | $XXXX |
Maximum Package | $XXXX | $XXXX | $XXXX | $XXXX |
Services | Service 1
Servvice 2 |
Service | Service | Service |
Service | Service | Service | ||
Service | Service | Service | ||
Service | Service | Service | ||
How is it calculated | Calculation | Calculation | Calculation | Calculation |
Restrictions | Restrictions | Restrictions | Restrictions | Restrictions |