You can call our qualified financial advisers at any time and get most of the advice you need for free over the phone.
There’s no cost to set up a pension account or for seeking advice on investment options. Additionally we have a competitive fixed fee to set up or review your transition to retirement strategy.
If you need more comprehensive financial planning advice, your first appointment is free with no obligation. All our financial planning advice is quoted up front on a fixed fee for service basis.
Our financial planning fees are low as we don’t pay commissions nor are there any other hidden costs.
Our financial advice options and costs
| Sample topics | Phone advice costs | Video advice costs | Cost for face-to-face advice |
|---|
| Superannuation advice | - Risk appetite
- Selecting investments
- Contribution options
- Insurance needs
- Savings adequacy
| No cost | No cost | $295 |
| Transitioning to retirement advice | Setting up or reviewing a Transition to Retirement strategy | $295 | $295 | $495 |
| Transferring your superannuation account to a pension account | | No cost | No cost | $495 |
| Comprehensive advice | Any other financial planning topic (e.g. estate planning, other investments etc) | First appointment free
Subsequent appointments on a fee-for-service basis | First appointment free
Subsequent appointments on a fee-for-service basis | First appointment free
Subsequent appointments on a fee-for-service basis |