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Personal Planning - Potential Agreed Fee or Charge

What we might cost you - with your prior consent

You pay for what we do - there is a one hour minimum fee per appointment

Statement of Advice - That Secures Your Way Forward

$5,500.00

THIS IS YOUR LIFE AND GAME PLAN

Your personal situation, a need of yours, a goal of yours, your personal and financial wellbeing MUST BE considered. After you have sat with the adviser or their staff and painted a picture of what you want and need, a Statement of Advice - SoA - MUST be produced as a legal requirement.

Up to $500,000 of funds - $5,500.00**

Up to $1,000,000 - $9,900.00**

Up to $1,500,000 - $11,000.00**

Up to $10,000,000 - $15,400.00**

$10,000,000 and above - $22,000.00**

Portfolio Review and Organisation - in depth check of needs.

$5,500.00

Finding out from you how your life is progressing, updating your portfolio, estate planning needs, and legislative updates. You are as organised as possible, and making your life much more enjoyable. It is all about relaxation and informed confidence. 

Complete Centrelink Forms - to Access Aged Pension Income or Concession

$3,300.00

Completion of centrelink forms and nomination as correspondence nominee - getting from you proof of the current value of all your assets to make certain Centrelink pays you what you are due. In this process there is an attempt to simplify your portfolio where possible and make it more manageable, when that suits you.

Calculation and Explanation of an Aged Care Fee or Strategy - Peace of Mind

$4,400.00

A look at your personal needs and desires, a calculation of aged care fees, a ROBUST discussion re a possible strategy that suits YOU as a person. Aged care is only the end of the road when you decide it is. PLEASE consider exercise as a preventative.

Aged Care Application or Income and Assets Forms for Centrelink or Medibank

$3,300.00

Helping you pay only what you are required to, helping you organize your paperwork to reduce stress  - portfolio review if required.

Hourly rate - Financial Planner

$440.00

Charged in 6 minute blocks at $44.

Hourly rate - Administration

$275

Charged in 6 minute blocks, with part blocks rounded up, of $27.50.

Personal Care Plan - maintaining your record and keeping you informed.

0.88% of Funds Under Advice - (Minimum $1,760pa) (0.66% over $440K - 0.44% over $2M)

Depending on the level of involvement required, complexity of your need, and depth of adviser involvement and responsibility. Agreed with you beforehand, an hourly rate, or more suitable cost structure may also be charged as required by you.

When YOU are given advice, a Statement of Advice - SoA - is a legal requirement.

The material provided on this site is solely information or may be seen to be general advice only. It has been prepared without taking into account your individual objective, financial situation or need. Before acting on anything on this site you are asked to please consider the appropriateness of the information, having regard to your own objective, financial situation or need.

A personal consultation is earnestly recommended and professionally required.

Kilpatrick Financial Planning Pty Ltd as Trustee for The Kilpatrick Family Trust, ABN 12 348 213 209, is a Corporate Authorised Representative, Number 344286, of InterPrac Financial Planning Pty Ltd ABN 14 076 093 680 - Australian Financial Services Licence No. 246638.

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are registered business names of Kilpatrick Financial Planning as Trustee for Kilpatrick Family Trust ABN 12 348 213 209.

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