All appointments include a meeting with your chosen financial adviser, a comprehensive write up of the adviser’s notes from the meeting and the opportunity to ask follow up questions through phone or email after receipt of those notes. Some clients may need a formal statement of advice (SOA) to be produced. This is optional and the fee for doing so can be quoted at the conclusion of the meeting. We offer appointments in person in our Perth office, over the phone or through Zoom video conferencing.
Our usual practice involves charging hourly rates for the time taken to review clients information before the meeting, time during a meeting and to write up the necessary notes afterwards (which are sent to you). However in recognition that many clients would like certainty of the final fee we also offer fixed fee appointments.
All rates/prices are inclusive of GST. Click here to view more information regarding our fees.