"
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
To the right people our coaching service makes an extraordinary difference. Many clients testify that it is the key reason why their wealth has significantly increased and why they now experience financial fulfilment. However, our coaching service is certainly not for everyone.
It is vital that our advice and support produce a substantial return in excess of the fees that you will pay us. As previously stated, early in the process we will evaluate your situation to see whether it is likely that our system will generate the required benchmark return.
Should you employ our ongoing coaching service (as distinct from our stand-alone advice service), you would pay an estimated $2,500 to $5,000 each year. This therefore adds up to a significant amount over the long term.
When estimating the value this service will provide to you, we take into account the impact of commission savings from financial products. In many cases the savings will exceed the fee charged!
What can that add up to over the long term?
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