Fees

Our remuneration is entirely from the fees clients pay.

We do not receive any funding, commissions or trail from banks, super funds, financial product providers or referral partners.

Initial call

Free (up to 15 mins)

First meeting

up to $450 + GST (up to 1 hour)

Other service

The scope of service and fee for additional work will be provided in a written proposal. We will only commence work when you agree to the terms in writing. Any additional costs resulting from our recommendations will be written out in our advice documents including costs to change and ongoing fees.

Deductibility

We will provide details to your accountant who can determine the deductibility of fees.