How Much Does Financial Advice Cost?
The cost of financial advice varies depending on your specific needs and the complexity of the plan required. Need clarity on your financial future?
Feeling overwhelmed by conflicting advice? We get it—you’ve searched online, talked to friends, and now things feel more confusing than ever. That’s why we offer a FREE 10-minute phone consultation to help you figure out what you need and how we can assist.
General Financial Guidance
If you’re simply seeking a clearer understanding of key financial topics, we can help. For $385 (inc. GST), we offer in-person (conditions apply) or virtual meetings to break down complex financial matters into digestible, helpful information that may guide your next steps.
Common topics we cover:
Preparing for retirement Superannuation & salary sacrificing Understanding self-managed super funds Account-based pensions explained Life insurance & income protection Navigating Centrelink & the Age Pension Maximising your entitlements Boosting retirement savings
… and much more!
Important: The information provided is general in nature and does not replace personal financial advice. However, if you choose to proceed with a financial plan after your session, this fee will be deducted from your costs.
Personal Advice Tailored to You
The cost of Personal Advice depends on the scope of work required.
As a guide, fees start from $2,200 (inc. GST) for a basic plan, with pricing increasing based on complexity.
Full transparency—before we begin, you’ll receive a clear explanation of all fees and charges, so you know exactly what to expect.
Let’s take the stress out of financial planning. Get in touch today!