Initial consultation: $399

If further personal financial advice is sought after the initial consultation, the consultation fee will be rebated back to the client.

Personal Financial Advice: From $4,500

The preparation of a Statement of Advice and other Advice documents will vary depending on the complexity involved and the time taken. You will be notified of the costs involved prior to the commencement of any work.

Ongoing Service: From $4,500 per annum

Clients have the option of receiving ongoing reporting and advisory services. Ongoing advice and service fees are fixed fees based on the complexity of advice and the service levels required. You will be notified of the cost involved prior to the commencement or change of any advice fee. Any ongoing fees will need to be approved by you each year through the renewal of an annual service agreement.