Fixed Term
Advice Relationship
Financial Advice Relationship
We help people make good money choices today to set them up for tomorrow.
When clients have an ongoing 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 ongoing advice.
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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Access to an Expert 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.
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
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
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
All costs above are quoted GST inclusive.
