FAQ
Fees, costs and questions for an independent financial advisor in Sydney, Australia.
Pricing
Complete Financial Plan
Starting from $4,999 including GST
- Full superannuation & insurance review (couple)
- Investment recommendations
- Superannuation contributions
- Centrelink recommendations (retirees)
- + pretty much anything else
Complicated Financial Plan
Starting from $6,600 including GST
- SMSFs
- Defined benefit schemes
- UK pension transfers and Expats
- Super complicated tax & financial planning
- (Trusts, SMSFs, selling small businesses etc)
Other options
General Advice Consultation
$1,000 including GST
An hourly service whereby we will seek to provide as much value as possible via General Advice.
There is no commitment to proceed, however, the meeting is charged at $1,000 + GST
Tailored arrangements
Upon request
To be discussed, depending on your situation and needs.
Examples include Not-for-profits & charities
Other FAQs
We provide affordable advice that puts you first. We don’t receive commissions, we don’t push products, and our advice is conflict-free. We are affordable, experts, independent, highly qualified, and experienced.
My name is Andy. I live in Sydney. I think financial advice should be accessible and unconflicted. Our motto is simple: Advice that puts clients first.
I’ve worked in wealth management as both a financial planner and stockbroker since 2014 (incl. Macquarie Bank and Wilsons). Bachelor of Business (Accounting), CFP, Diploma of Financial Planning, SMSF Specialist.
Yes—part of the <1% of advisers that are completely independent and not affiliated with any institution.
Not a “money coach”, product pusher, set-and-forget %-of-balance shop, stockbroker selling franking plays, or Instagram get-rich scheme.
Consider how often you speak, how much you pay, how often investments change, whether insurance is pushed for commissions, adviser turnover, and whether the fund choice is really adding value.
No—not a registered tax agent. We give tax advice related to debt/investments/super, and can point you to a quality accountant or ATO resources.
No, but we can refer a great broker and help you advocate with your bank.
Sydney, Australia.