Getting Financial Advice

By the end of the initial appointment we will understand the nature of your advice needs and the costs you can expect to pay.

A comprehensive quote for the preparation of a statement of advice will be provided. Work will not be commenced without your full understanding and agreement.

Below is a guide to the fees we generally charge. These fees include the cost of preparing your statement of advice document and 12 months of adviser support, provided to assist you to implement its recommendations.

Please note that fees relating to provision of superannuation advice can often be deducted from your super fund.

All fees include GST.

Superannuation-only advice


Preparation of a Statement Of Advice (SOA).  Examples include setting up income streams, estate planning considerations incorporating death benefits tax, Centrelink entitlements and asset allocation. Includes CSS and PSS redundancy advice. 

Advice fees can often be deducted from your super fund.

Comprehensive advice


Preparation of a complex Statement Of Advice (SOA) incorporating superannuation-only advice plus all other relevant advice needs external to the superannuation environment. 

Examples include self managed super fund advice, managed funds, annuities, CSS 54/11 schemes.