FEE STRUCTURE

GETTING STARTED

Complimentary – by phone

I offer a complimentary and obligation free 15 minute phone discussion to explore likely advice needs prior to you committing to an initial appointment. To arrange a discussion please click here.

INITIAL APPOINTMENT

$440 – online, phone or face to face

If we identify through our initial phone call that you would benefit from personal financial advice then the next stage is to arrange an initial appointment. This will usually be an online video conference, face-to-face meeting in my office in Sydney or conducted over the phone.  Alternatively, advance appointments may also be booked for Canberra, Wollongong, Batemans Bay, Bermagui, Bega, Merimbula, Melbourne and Brisbane.

At the initial appointment we will discuss your financial situation in depth, identify your needs, goals and objectives and outline the work that needs to be undertaken. I will provide a fixed priced quote to you for the services you require. If you decide to proceed, an advice document is required to be provided to you this is known as a Statement of Advice and is a legal document. Anyone seeking personal financial advice is required to be presented with a Statement of Advice as part of the advice process.

SIMPLE ADVICE

$2,200 – $3,300 plus implementation

Simple advice may cover off on one topic such as superannuation investment options, contributions to super, investment of a one-off lump sum, pre-retirement planning including asset allocation and pension options for super including where relevant CSS, PSS, DFRDB and  MilitarySuper.

COMPREHENSIVE ADVICE

From $4,400 including implementation

Comprehensive advice starts at $4,400 and by way of example, may address life insurance, wealth creation, superannuation, asset protection, retirement income and family lifestyle planning goals such as children’s education, home renovations and other expenditures.

FINANCIAL CONCIERGE SERVICE

From $16,500

My concierge service is a holistic advice service and caters for the time poor professionals and executives. Your financial reward comes from focusing on the success of your business and career. I understand this comes at a personal time cost for you and your family.  Here, Killara Wealth steps in as your personal financial controller, adviser and administrator, ensuring you have the time to focus on your career and business goals and find more time for your family and other interests.

ONGOING CARE

From $2,200

In some cases once your plan is put into place very little advice may be required on an ongoing basis. In other circumstances regular reviews may be required to track progress, monitor investments and take into account changing tax and superannuation laws.

I will recommend a suitable schedule of review meetings following the implementation of advice and provide you with a quote for this service.