Fixed Term
Advice Relationship
Financial Advice Relationship
We help people make good money choices today to set them up for tomorrow.
When clients have a financial advice relationship with us, they feel energised, confident and in control of their money life.
Benefits of fixed term financial advice
Having an ongoing advice relationship with a Financial Adviser makes sense if you’re serious about achieving your money goals.
Why?
With a financial adviser by your side our clients tell us they feel:
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Confident making money decisions.
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Less stressed, money is taken care of.
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Optimised, they know their money is working as it should.
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Relieved, someone else is looking out for opportunities.
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Supported, your personal money cheer squad keeping you on track and celebrating your progress.
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In control, they are no longer ignoring money issues and instead taking steps to improve their position.
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Hopeful. They know they are taking realistic steps towards their future life.
Fixed Term Financial Advice Service
Not only do you get a detailed, personalised financial strategy, but you also benefit from a close advice relationship.
With us by your side, you’re never alone in making financial decisions.
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Access to your Financial Adviser
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Ask questions
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Have a sounding board
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Progress & Review Meeting
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Portfolio Reports
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Quarterly News and Insights
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Introductions to our Professional Panel
Cost
Not many financial advisers share costs up-front but we do.
Because we value transparency.
Note
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Professional cost ranges reflect single or couple, number of accounts, complexity of portfolio and circumstances.
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Costs are paid via your investment, superannuation or pension fund platform or invoiced if preferred.
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Suggested minimum investable assets for our services is $250,000. If you have less than $250,000 investable assets, we can consider one-off initial financial advice. This would involve a Statement of Advice (financial plan) and no ongoing financial advice.
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Either party may terminate the Fixed Term Agreement by giving the other party at least 30 days' written notice (including via email).
Additional help
Centrelink
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Centrelink help & forms $220 to $2,200
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Centrelink liaison service – Single $715 or Couple $825 for 12 months
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Stockbroking
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Direct share portfolio service (CHESS Bell Potter) $330 pa minimum
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Stockbroking share registry & forms assistance $165 per hour
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Financial Adviser hourly rate
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Financial Adviser $385 per hour
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Associate Financial Adviser $250 per hour
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Client Service Manager/Officer & administration $190 per hour
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All costs above are quoted GST inclusive.
