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Financial Planning - Low/Fixed Fee. Certified Financial Planner (CFP).
Financial Planning - Low/Fixed Fee. Certified Financial Planner (CFP). FINANCIAL PLANNING · COMMISSION REFUNDS · INVESTMENT · INSURANCE
HOME Commissions Refunded on ... Superannuation · Managed Funds · Insurance Policies · Allocated Pensions · Margin Loans
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refund ... easy
... it's all about choice


Fixed Price - Fee For Service Financial Planning Advice.

At any time you can contact us to receive financial planning advice based on our fixed price schedule on a fee for service basis financial planning.

Because it's all about choice, we are flexible with your payments, you can:-

  • make payments by cheque
  • use trailing commissions
  • or in some cases debit your super fund
  • or a combination of the above

We can discuss which is the most tax effective choice for you.

We provide financial planning advice by a CERTIFIED FINANCIAL PLANNERTM (CFP®) in the following areas on a fee for service basis:
  • Financial Planning Strategies
  • Superannuation Funds
  • Superannuation advice
  • Super Funds
  • Allocated Pensions
  • Transition to Retirement Allocated Pensions
  • Non Commutable Allocated Pensions
  • Retirement Income Advice
  • Age Pension
  • Centrelink
  • Managed Investments
  • Managed Funds
  • Life Insurance
  • TPD Insurance
  • Income Protection Insurance
  • Trauma Insurance
  • Disability Insurance
  • Salary Continuance Insurance

refund ... easy ... it's all about choice