Costs

We recognise a large range of client needs

  • Financial Hardship cases are free of charge
  • A Personal Financial Consulting Session – First Session $150 plus gst

This is a personal session.  Clients come with all of their finance issues and we will work through as much as we can in this session. Further sessions are priced at $240 per hour plus gst

  • Financial Counselling for Couples - First Session $240 plus gst

This is a personal session running between 1 -2 hours. All clients are followed up after this session. Follow ups are via email or phone calls. There are no costs for follow ups. Further charges are only applicable if the clients request further sessions.

  • Statement Of Advice Where the consulting session has lead to the need for further action by way of a written Statement of Advice, the cost will be discussed at that first session. The cost of a Statement of Advice is by an hourly fee for service charge.
  • Where a client begins an investment, the cost of making that investment is set out in the Statement of Advice. Any investment recommendation will have all costs considered as part of that investment decision. 
  • Reviews – Hourly charges for reviews apply where no trailing income is received. Hourly rates may also apply in cases where the time spent in review exceeds the trailing income. Review charges are negated for the first year as it viewed as part of the eduction foundation process.