Our Fees

Financial Advice is about trust and security. Beneath every question we are asked about superannuation, insurance, retirement 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.

We offer the first meeting free - the aim of this meeting is an introduction, and for you to get to know us, and decide if we are the right fit for you and your needs. Then there are three phases to how we work together, should you engage us.

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 and can be between $2,800-$5,000 depending on what advice you are after, and the complexity. This is paid after we present the advice to you - and if you choose to implement our recommendations.

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. Regular check ins and annual reviews. We monitor everything and adjust the plan as your life changes. You live your life confidently knowing you have someone in your corner looking after you. 

No locked in contracts. If you only need us for the first year or two, then want to just call us when you need us, that is absolutely fine.