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Our Fee - The Fees
Our Fee - The Fees

"

And thats what I really loved about your initial process, there was no pressure. We had plenty
of time between the meetings to really think through the plan and whether we wanted to work
with you. You were prepared to wear that cost. It just made it really comfortable- Blair Gibson

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We believe that people prefer to know what they will pay an adviser before any contact is made. Most financial planning websites do not detail this information, or it is difficult to find. One of our core values is transparency. That is why we have clearly stated our fees on this website. There are no ongoing commissions, no hidden costs, and no confusing percentages. We hope you find that refreshing. We know that you will find it rare.

to read about our fees.

The Fees

2:01

Why we use fee not commission

OUR FEE

The following fees relate to our ongoing coaching service. For information on the fees relating to stand-alone advice
(specific areas like debt management, budgeting, income strategies, investment, retirement etc) please refer to
the stand-alone advice page.

Our first four interviews are without obligation

The fees

What can that add up to over the long term?

When do I pay?

What if I'm not happy with the service?

What if I can't afford your fee?

financial planning berwick
melbourne victoria