Staying on Track with Your Financial Goals
ANNUAL REVIEW MEETING
- $2750 (inc GST)
- Fees can often be taken from your super fund
- 1-1.5 hours
- Usually conducted annually
- Assessment of progress towards financial goals assessed against original strategy
- A review of advice (ROA) is provided
- Does not include the provision of additional advice
PAY-AS-YOU-GO MEETING
- $770 (inc GST)
- Fees can often be taken from your super fund
- 1-1.5 hours
- Conducted on an as-needed basis
- Mini review meeting
- Does not include either the provision of additional advice or a review of advice (ROA).