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 $4,400, 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 $310, 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.
*For advice on investment or superannuation portfolios valued at over $1,500,000, the fee is $6,600, payable 50% upon engagement and 50% upon delivery of the advice. As with our standard pricing, this includes 12 months of servicing.
Guidance Financial Services FSG.