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How much does financial advice cost?

We operate on a fee-for-service basis. That means that we only charge for the time it takes us to prepare your Statement of Advice (SOA). Our Advisers are paid a fixed salary and do not charge or receive commissions that could potentially undermine the quality of the advice provided.

Fees will be charged from $285 upwards depending on the complexity of the advice. The range for a written Statement of Advice is expected to be between $1,025 and $2,850 including implementation, but can be lower or higher depending upon the complexity of the advice provided.

If, during the initial Needs Analysis meeting with your Adviser, it is determined that you would benefit from personal advice, you will receive a fixed quote on what this advice will cost you. You can then decide if you want to go ahead.  

In some cases, if your question is about your superannuation, your industry fund will allow the fees to be either charged back to your super account or the fund may cover the cost of advice for you. Please ask your fund if they provide this service.

 

Last updated on 6th February 2012