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.
Should you wish to continue to receive on-going support on your journey to Financial Autonomy after the initial 12 months has ended, for $120 per month we provide an annual review of progress towards your goals and consider whether any changes to the strategy are warranted. You also have email support throughout the year to answer any questions that might crop up.
Should you engage us in an on-going capacity, and your strategy involves an investment portfolio, we also charge 0.33% per annum of the investment portfolio balance, collected monthly, to provide investment advice. So for instance on a $50,000 portfolio we would charge $13.75 per month in addition to the standard $120 monthly fee.