Frequently Asked Questions
How do you charge for your services?
We charge a fixed fee for our advice services. Our initial advice fee is between $1,750 and $4,000 (incl GST) and our ongoing fees are a minimum of $1,750 (incl GST) per annum. Everyone's circumstances are different, which is why we will confirm what we will charge for your specific advice, in writing, prior to commencing any work.
Do you charge for an initial meeting?
We do not charge for an initial meeting. The purpose for the initial meeting is about us meeting, understanding each other and seeing whether we can work together to achieve your goals. The only investment you make for an initial meeting is your time.
Do you receive or pay referral fees?
We receive no financial benefit for referring you to anyone, nor do we pay a benefit to any other service professionals who recommend any clients see us. We refer clients to other professionals with the understanding our clients will be looked after.
Are you influenced by any of the large institutions when providing advice?
No, we are not. Our primary focus is about ensuring we are working towards the achievement of your goals for advice. If you haven't already, we suggest you read the process which we go through when providing advice.
Can I give you my tax return to lodge?
We do not do any tax agent services. These are best to be completed by an experienced and qualified accountant. We have a range of accountants whom you can choose from.
I am needing a loan for a home purchase, can you arrange this?
We have a range of mortgage brokers whom we can refer you to. There will be a number of other planning matters which you will need to be addressing at this important stage of your life which will require our help though.
Do you hold appointments external to your office?
We do travel to see clients at their homes however for initial appointments we would ask that you invest your time and meet at our office. We value the opportunity to sit down face to face.
We charge a fixed fee for our advice services. Our initial advice fee is between $1,750 and $4,000 (incl GST) and our ongoing fees are a minimum of $1,750 (incl GST) per annum. Everyone's circumstances are different, which is why we will confirm what we will charge for your specific advice, in writing, prior to commencing any work.
Do you charge for an initial meeting?
We do not charge for an initial meeting. The purpose for the initial meeting is about us meeting, understanding each other and seeing whether we can work together to achieve your goals. The only investment you make for an initial meeting is your time.
Do you receive or pay referral fees?
We receive no financial benefit for referring you to anyone, nor do we pay a benefit to any other service professionals who recommend any clients see us. We refer clients to other professionals with the understanding our clients will be looked after.
Are you influenced by any of the large institutions when providing advice?
No, we are not. Our primary focus is about ensuring we are working towards the achievement of your goals for advice. If you haven't already, we suggest you read the process which we go through when providing advice.
Can I give you my tax return to lodge?
We do not do any tax agent services. These are best to be completed by an experienced and qualified accountant. We have a range of accountants whom you can choose from.
I am needing a loan for a home purchase, can you arrange this?
We have a range of mortgage brokers whom we can refer you to. There will be a number of other planning matters which you will need to be addressing at this important stage of your life which will require our help though.
Do you hold appointments external to your office?
We do travel to see clients at their homes however for initial appointments we would ask that you invest your time and meet at our office. We value the opportunity to sit down face to face.