Fees for advice
Clear, upfront, no surprises
Your initial consultation is provided at no cost and with no obligation — it’s a chance for us to meet, talk through your goals & aspirations and see if financial advice is the right fit.
The benefits of financial advice
Financial advice isn’t just about investments or super
— it’s about helping you make smart decisions with your money so you can feel confident about the future.
Clarity about your options
understand where you stand today and the choices available.
A plan that fits your life
Set short, medium, and long-term goals, and see the steps to get there.
Smart money management
From budgeting and debt reduction to investing and super strategies.
Protecting what matters
Putting safety nets in place for your family, business, or lifestyle.
Confidence in decisions
Know the risks, weigh the trade-offs, and move forward without second guessing.
Staying on track
Regular reviews and adjustments so your plan keeps pace with life changes.
Two types of financial advice fees
One-off advice
Sometimes you just need answers to a specific question. In that case, we’ll prepare a Statement of Advice (SoA) — a detailed plan with strategies, modelling, and recommendations tailored to you.-
One-off advice fees typically range from $5,500 to $13,200 (including GST), depending on complexity.
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In some situations, the fee can be deducted from your super balance.
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For smaller, focused pieces of advice, an hourly rate may apply ($550/hr including GST).
Ongoing advice
Life doesn’t stand still, and neither should your financial plan. With ongoing advice, you have an adviser by your side to keep things on track. Ongoing advice is structured as an annual fee, agreed upfront so you know exactly what’s included.-
Regular reviews to adjust for life changes, legislation updates, and market shifts.
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Access to your adviser throughout the year for questions and decisions.
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Ongoing monitoring and reporting so you always know where you stand.
How fees work?
All fees are quoted and agreed before we start, no surprises.
Fees cover the time, research, modelling and care it takes to get it right.
As a self-licensed firm, we’re not tied to a big institution’s product list — the only person we answer to is you (and ASIC).
Ready to take the next step?
I believe advice is the game-changer that gets people unstuck. It shows the path forward, balances today with tomorrow, and helps you live the life you want — without second-guessing every decision.