Personal Planning - Potential Agreed Fee or Charge

THIS IS YOUR LIFE

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 and 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**

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. 

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.

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.

Helping you pay only what you are required to, and help you organize your paperwork to reduce stress  - expects portfolio review already completed .

Charged in 6 minute blocks, with part blocks rounded up, of $44.

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

Depending on the level of involvement required, complexity of needs, and depth of adviser involvment and responsibility. Agreed with you beforehand, an hourly rate may also be charged as required.