We operate on a fee for service basis for all strategy oriented, superannuation and investment advice.
The upfront cost to prepare and present a formal advice strategy, tailored to your needs, starts at $3,290 inclusive of GST. It may increase from there due to complexity and scope of the advice. We also offer administrative services for:
Administrative services
Assistance with Centrelink (Age Pension or Senior Health Card applications, the updating of MyGov)
In these circumstances, formal financial advice is not required and the fee is simply based on the hourly rate of the staff member conducting the work.