Staying on track

It is vital that once we put in place a strategy, we have regular, ongoing checkpoints to ensure we can assess progress against the original plan.

Fees for this can often be taken from your super fund.

At a minimum, given the fluid nature of legislative changes, such as the federal budget and market volatility, progress needs to be assessed via an annual review meeting. 

If we find you have a need for more regular meetings, for example to discuss market volatility, I am happy to accommodate this through pay-as-you-go meetings. These often prevent costly, impulsive actions related to market volatility.

Alternatively, for those who would prefer an ongoing service agreement, to facilitate more regular interaction, I am open to accommodating this via an ongoing service model. The price for this model is available on application and determined by the extent of work needed. I do not charge asset-based fees.

Annual review meeting

$1320 (inc GST)
Fees can often be taken from your super fund
1.5 - 2 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

$330 (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).