Pricing

A flat annual fee, agreed before any work starts. No commissions, and no percentage of what you hold.

Foundation

$2,400/year

A one-off plan and a portfolio to get on with. Suits portfolios under $250k.

  • Written financial plan
  • Portfolio set up and implemented
  • Superannuation consolidation
  • One review a year
Book an introduction

Comprehensive

$3,900/year

Ongoing advice for the decade either side of retiring. Most clients are here.

  • Everything in Foundation
  • Two reviews a year
  • Retirement and drawdown modelling
  • Insurance review
  • Unlimited email and phone
Book an introduction

Family

$6,200/year

For households with a trust, a business, or more than one generation involved.

  • Everything in Comprehensive
  • Trust and company structures
  • Estate planning coordination
  • Aged care advice
  • Adult children included
  • Direct line to your adviser
Book an introduction

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Frequently asked questions

Yes, and there is no obligation at the end of it. We would rather spend an hour finding out we are not the right fit than bill you to discover the same thing.

A flat annual fee, agreed in writing before any work starts. We take no commissions, platform rebates or referral fees from anyone.

Because a percentage quietly rewards us for you holding more with us, which is not always the right advice. Paying off a mortgage or spending more in early retirement can be, and a flat fee stays neutral about it.

No. The fee is the same regardless, so below roughly $150,000 the cost is hard to justify — we will tell you that rather than sign you up.

We check the plan against what actually happened, rebalance if it has drifted, and cover anything that changed at your end. Plenty of reviews end with no action at all.

Any time, with a month of notice and no exit fee. Your investments are held in your own name, so nothing needs to move for you to go.