Fees
Charge a fixed fee for my advice services. The initial advice fee is between $2,000 and $4,000 (incl GST) and the ongoing fees are a minimum of $2,000 (incl GST) per annum. Everyone's circumstances are different, which is why I will confirm what I will charge for your specific advice, in writing, prior to commencing any work.
When providing advice, it is important that any financial planner is afforded the time to properly consider your needs, and any strategies which may be appropriate to you. The reason for this is that changing a part of your situation could lead to another part of your situation being adversely impacted. There is a significant amount of time invested into putting a strategy together for you.
When providing advice, it is important that any financial planner is afforded the time to properly consider your needs, and any strategies which may be appropriate to you. The reason for this is that changing a part of your situation could lead to another part of your situation being adversely impacted. There is a significant amount of time invested into putting a strategy together for you.