You are charged for what we do - there is a one hour minimum fee per appointment
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 - $4,400.00**
Up to $1,000,000 - $8,800.00**
Up to $1,500,000 - $13,200.00**
Up to $10,000,000 - $24,200.00**
$10,000,000 and above - $35,200.00**
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 values 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.
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 $33.
Charged in 6 minute blocks, with part blocks rounded up, of $22.
Depending on the level of involvement required, complexity of needs, and depth of adviser involvment and responsibility. An hourly rate may also be charged as required.
A statement of advice is a legal requirement when tailored advice is given.
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 any of your individual objectives, financial situation or needs. Before acting on anything on this site you are asked to please consider the appropriateness of the information, having regard to your own objectives, financial situation and needs.
A personal consultation is earnestly recommended.
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.
are registered business names of Kilpatrick Financial Planning atf Kilpatrick Family Trust ABN 12 348 213 209
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