Standard financial advice pricing
(Last updated: August 2023)
Below is a non-exhaustive list of fees, intended purely as a guide.
Naturally, financial advice is only useful and valuable if it’s specific to you. As a result, fees may vary, including the addition of other fees for services not listed here.
Following an initial discussion, we’ll prepare a more accurate and transparent quote based on your wants, needs and situation.
All quoted prices exclude GST.
Need a mentor to help you stick to your financial game plan? Each package of sessions are designed to get you started on your journey to financial independence.
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Basic cash flow coaching $1,350
Scope: For a single entity
Includes: Three 1-hour sessions over three months -
Comprehensive cash flow coaching $2,200
Scope: For a single entity
Includes: Six 1-hour sessions over twelve months -
Property/wealth modelling $1,815
Scope: For a single family
Includes: A 2-hour conversation + modelling for three wealth scenarios
Looking for an ongoing financial advice service?
Basic superannuation and investment advice
These are our standard fees to review your superannuation. Our quote may vary according to the complexity and number of funds under review.
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Standard consultation $450
One-off fee, following an initial free introductory conversation.
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Simple investment advice $3,500
One-off fee.
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Simple super review $3,900
One-off fee: Can be paid from your superannuation balance
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Basic retirement planning $5,500
One-off fee: Can be paid from your superannuation balance.