Directors and professionals. One flat fee to get your plan done and in place, and an ongoing fee if you want us to stay with you.
60 to 90 minutes on your money, your goals and what's getting in the way. Most people leave with more clarity than they expected.
$220 virtual, $330 in person. Free if a client, or one of our partners, referred you.
Book a brainstormWe work with clients in three ways, depending on how much guidance you need.
For a one-off plan you'll run yourself.
No ongoing fee.
For a plan that changes as your life does.
then an ongoing fee based on the funds we advise on
For when there are a lot of moving parts.
then an ongoing fee based on the funds we advise on
All prices include GST. The ongoing fee only starts if you want ongoing advice. We'll show you the expected dollar figure in writing before you agree, and you can stop at any time. You can move between Start, Grow and Scale at any review.
Your package fee covers the development of your initial advice based on an identified scope – the strategy considerations, research comparisons, financial modelling, and implementation of whatever we agree on together. It's a flat fee with no hidden surprises.
If you'd like us to stay with you after your plan is in place, we'll give you an ongoing service agreement. The fee is a percentage of the funds we advise on, and we'll tell you the expected dollar amount before you sign anything. Ask us any time and we'll give you a straight answer.
It depends on the advice. Ongoing advice fees, and the part of an initial advice fee that covers tax advice, may be tax-deductible. We can check this with your accountant to make sure you're making the most of it.
Not on investments or super. Fund managers, platforms and referral partners don't pay us, so you pay us directly for that advice. For insurance, you choose how you pay. Pay our fee directly and we'll arrange insurance with no commission, or let the insurer's commission reduce your fee. Either way, you'll see every dollar in writing before you agree.
Yes. Start, Grow and Scale reflect how much guidance you need right now, not a lifetime commitment. As things change – a new business, a growing family, more complexity – we can chat about moving up or down at your next review.
We'll begin the process of researching and considering different strategies, so that we can put together your Statement of Advice for your review before anything is implemented. If you're not sure where to start, a phone call or a Brainstorm session is a good first step.
Book a free 15-minute chat and we'll help you figure out the right level of advice for where you're at.
Book a call