Finlife Advice tailors financial plans to suit the individual situations of our clients and we charge a set fee (plus GST) for spending the time to develop strategies that suit your situation. The costs associated with producing a financial plan may be tax deductible (depending upon your circumstances) which will reduce the cost to you significantly.
We have three cost levels of financial plans:
FINANCIAL PLAN TYPE
Total financial planning service
$3,500 + GST
Starter Financial Plan
Prepare basic Financial Plan and implement strategies
$2,500 + GST
Comprehensive Financial Plan
Prepare comprehensive Financial Plan and implement strategies
$3,850 + GST
Personal Risk Management Plan
$1,500 + GST
Financial Planning Advice
Specific research or advice as required
$275 per hour + GST
Insurance, Investment and superannuation
For most insurance products, investments, and superannuation investment products, we may receive a commission. These commissions vary, depending on the company, the product, and other factors.
The range of commissions are detailed in the Finlife Financial Services Guide (FSG).
Each situation is different. If we prepare a comprehensive financial plan for you and provide total service, we will not charge any commissions on investments.
The actual commissions for each product we recommend will be clearly itemised in your Statement of Advice in your financial plan.