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How we charge

How we charge

We charge a fixed annual fee for ongoing advice.

This includes:

  • Strategy and advice
  • Implementation support
  • Ongoing reviews and adjustments
  • Access to us throughout the year

The fee depends on:

  • The complexity of your situation
  • The level of work required
  • The value we can deliver

After an initial meeting, we will:

  • Define the scope of work
  • Provide a clear fee
  • Explain what you will receive

If we don’t believe we can add value, we’ll tell you upfront.

What We Do

Retirement Plan

Investment

Superannuation

SMSF

Personal Insurance

Lending & debt

Estate Planning

Taxation & Accounting

Uncoupled

FAQ

No. We use a fixed annual fee.

No. All fees are agreed upfront before any work begins.

Yes, if your situation becomes more or less complex. Any changes are discussed in advance.

You receive a clear scope of work and a fixed fee proposal.

No. We review the engagement regularly and you can decide how to proceed.