Our Fees

Financial Advice is about trust and security. Beneath every question we are asked about superannuation, insurance, or market volatility sits a deeper one: Will I be okay?

We genuinely care about our clients, their goals, their families, their dreams. We want to see you succeed. We have a personal approach and love what we do.

There are three phases to how we work together.

First – Strategy design. We review your situation, needs and goals and work out a plan that will get you where you want to be. This is what the advice cost covers generally ranging between $3,000-$5,500 depending on complexity.

Second – Implementation. If you are happy with the plan, we take control of putting it all into action, you don’t need to do anything. 

Third – Ongoing Support. We monitor everything and adjust the plan as your life changes, meeting annually to review. You will receive ongoing support so you can live your life confidently knowing you have someone in your corner looking after you.