Pricing
Financial Planning services are provided by Guidance Financial Services Pty Ltd, Authorised Representative of Sprout Financial Pty Ltd AFSL 495546.
Transparency is extremely important to us. Here is what it will cost you to engage our services – nothing hidden and no surprises:
The Financial Autonomy Program costs $5,280, payable over 12 months.
At the conclusion of the Discovery meeting, if we both feel that there’s good scope for us to work together, $990 is payable for us to commence work on building your customised Financial Autonomy strategy. Note that if, following our initial discovery meeting, we determine we’re not a good fit for one another, no fee is payable.
The balance is payable via 11 monthly instalments of $390, starting 1 month from the initial Discovery meeting.
This fee covers the development of your plan, any refinement following feedback from you, full implementation of the recommendations, and support as required for 12 months. At the conclusion of our engagement, you will have a customised strategy up and running and be on the path to achieving the life choices you are seeking.
We are registered advisers with Australian Super, HOSTPlus, ART, Aware Super, Colonial First State, Netwealth and Macquarie Wrap. Where our advice relates to superannuation, we can apportion the fee and charge it to your super fund, if you belong to any of these funds.
Our Financial Autonomy program isn’t the right solution for everyone. In some cases our Guidance financial planning service is a better fit. The Financial Autonomy program is not suitable if:
You have more than $500,000 to invest
You require advice on structures such as SMSF’s or Family Trusts
You are seeking retirement planning advice
For any of these needs, book a Guidance meeting here.
Guidance Financial Services FSG.