Call 07 3036 1328
We provide proactive financial advice and trusting client relationships to ensure we meet financial goals.

Our Fees

Initial advice fee

The first 45 minute meeting is complimentary.

Once we have an understanding of your situation, we will quote you a fee for service to prepare your initial advice. Most fees will be less that $5,500 including GST. However for complex work and SMSF advice, this fee can be more.

Ongoing advice fee

We charge a monthly ongoing fee to provided yearly reviews. Typically this ranges from $330 to $550 per month including GST. However, for more complex work and SMSF this can be more.

Let us help improve your financial future

Contact us today.

Call 07 3036 1328


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