We recognise a large range of client needs

  • Financial Hardship cases are free of charge
  • See also 'Service Agreement' under Forms and Compliance
  • A Personal Financial Consulting Session – This is a personal session where clients come with their financial issues and we will work through as much as possible in this session.  Sessions are priced at $250 plus gst. Sessions are usually between 1 -2 hours.
  • Annual Service Fees Where an on going client servicing relationship is agreed, annual service fees start at $1200 plus gst. These fees include all services including meetings, strategies, portfolio advice, superannuation advice, insurance advice and implementation, all documentation and administration. 
  • Nursing Home Strategy Services - Where advice is sought for a family member transitioning to Nursing Homes. This includes meeting with family members, fact finding, liasion with Nursing Home for Bond assessments, documented report with recommendations and Residential Aged Care Income and Assets Assessments submission-  from $2500 plus gst

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