help you realise your goals…..
There is a way to achieving your goals.
First we collaborate to understand your goals. Next we make a plan.
The plan should be clear in showing how you are intending to reach these goals. The plan may change over time as your priorities change and goals need to adapt to changes of mind or circumstances. As your planner we work with you in adapting and reshaping your plan to meet these new goals. But without a plan in place reaching your goals will be much more difficult.
Whether it’s review or establishment of your wealth creation plans or strategies to meet your needs based on your risk tolerance and personal financial goals, we can assist.
Fee structure to suit your needs
To begin with, We provide you with an initial consultation at no cost.
Should you wish to engage to prepare a financial plan (Statement of Advice), you will be charged a one-off dollar based fee (Statement of Advice Fee) ranging from $2,640 to $6,600 (including GST).
We will confirm your Statement of Advice Fee within your Initial Consultation and the fee is payable upon the completion of your financial plan. In some circumstances, it may be possible to have your Statement of Advice Fee deducted from superannuation balance.
In some circumstances, We may agree to work with you on an hourly rate basis. Our current hourly rate is $550 per hour (inclusive of GST), charged in 15-minute intervals.
Continued support to reach your goals…
Financial advice requires regular reviews to ensure that it continues to meet your needs, is up-to-date with any legislative and economic changes, and that your investments are performing in line with expectations.
Our review process will address your changing needs and objectives, the economic environment, your taxation position, social security issues (where applicable) and individual investment performance. All these factors are subject to change, and these changes may have a significant impact on longer term the suitability of our advice.
To address the need for ongoing advice, clients have the choice to participate in the Antipodean Advisory Portfolio Service.
A complete service
We know how busy most people are, and that most of our clients would much rather spend any free time they have with their family and friends. So we take care of many aspects of our clients’ financial lives including the administration of investment portfolios, the ongoing advice strategies, as well as often liaising with our clients’ other professional points of contact in order to deliver a complete and holistic service and make their lives easier.
Our clients tell us that they recommend us because our advice works, and we make everything easy to understand; which provides real peace of mind and the freedom to focus on the things that are really important to them.
The right outcomes for you
We are always open, honest and transparent. It is our role to provide you with effective financial strategies, minimising risk wherever possible, while striving to provide you with the investment outcomes you desire.
A secure financial future for you and those you care for is our focus. Our aim is to provide you with easy to understand solutions and strategies that are designed to get you on track – and then keep you there.
With our guidance you will experience real confidence about your financial future, secure in the knowledge that you have a highly-qualified professional financial adviser assisting you with your financial affairs and helping you to make the right financial decisions about your future.
We deliver the right outcomes
Our relationship is about solutions for your financial future, which is our main focus. It’s about providing you with effective, easy to understand strategies and options to get you on track and on the right path.
We will minimise the financial stress that you may be experiencing, as we introduce you to new ways to help you with managing your money. We also assist with and coordinate other professional relationships, helping you reach your financial and lifestyle goals efficiently and effectively.
We continue to pro-actively provide learning opportunities about sound financial knowledge and information.