top of page

Fees & Charges

How will I pay  for the financial services?

Your initial appointment is generally free. At this meeting, your financial planner will explain the services available, what you can expect, and the payment options available should you decide to proceed.
 

Any charges will be agreed with you before you become a client or any work begins. The specific fees, commissions and other remuneration will be disclosed in a Statement of Advice, and the Product Disclosure Statement (PDS) of any recommended financial product will detail the fees payable to that provider.
 

The table below is a guide only — your actual cost will depend on your circumstances, and we'll always quote you before any work is carried out

Service Based Fees
Image by Markus Winkler

How it's charged

Flat fee, 30-minute appointment

Typical Cost

$275

Need more details? Contact us

We are here to assist.

AFSL: 412302

Level 1/75 Blyth St Brunswick VIC 3056
PO Box 417 Brunswick VIC 3056

bottom of page