Fee structure to suit you

To begin with, I will provide you with an initial consultation at no cost.

Should you wish to engage me to prepare a financial plan (Statement of Advice), you will be charged a one-off dollar based fee (Statement of Advice Fee) ranging from $1,490 to $5,500 (including GST). I will confirm your Statement of Advice Fee within our 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, I may agree to work with you on an hourly rate basis. My current hourly rate is $275 per hour (inclusive of GST), charged in 15-minute intervals.