Financial Planning – Ongoing Advice & Service Plan Fees

Ongoing Services & Advice

Your ongoing plan for services and advice is individually established to your situation. The fees below are the base cost for each service plan, and incorporates assumptions about the number and type of accounts under advice or service arrangements. More accounts or complex arrangements will be quoted by your adviser, who will consider your  requirements to progress towards specific goals and ambitions. Your adviser will assist with a tailored cost estimate after assessing your likely needs and the specific services required to help keep you on track.

Premium Services

Your ongoing plan for services and advice will include allowances for operating accounts that effectively deliver on the stated objectives. Additional tailoring can be applied through Premium Services. Examples would be direct equity portfolios or multiple super funds for retirement planning. In each case, your adviser will be able to discuss how these services could apply to your package, and any additional costs involved.


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