Are Financial Plans expensive?

Nope!

Your first appointment is always at our cost.

From there, we put together a proposal clarifiying our understanding of what you would like help with, how we will help, and what it will cost you.

 

Ball Park it for me

The short answer is, it depends. But realise you want more than that. So how about this. Not less than $2,000 + GST and:

  • 70% of the time, not more than $2,500 + GST
  • 15% of the time, not more than $2,750 + GST
  • 10% of the time, not more than $3,500 + GST
  • 5% of the time, not more than $5,000 + GST

Our intent is to save you at least our fee and ideally at least three times our fee (often it is 50 to 100 times).