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Our Fees

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How much does it cost to see a financial adviser?

The cost of seeing a financial planner can range from $2,500 to $3,500 to set up a plan, and then about $2,500 to $3,500 annually if you have an ongoing relationship with the planner, according to the Financial Planning Association (FPA).

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How do financial advisers charge fees?

We charge fixed fees. This involves charging a set price for a particular service. For example, we may charge an initial fixed fee to identify your needs and develop a plan, then an ongoing fixed fee for advice provided on a regular basis beyond that.

You may be able to pay it through your bank account or super depend on the services you choose.

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Are financial planning fees tax-deductible in Australia?

Generally speaking, you may claim a tax deduction on fees paid for investment advice. However, this is provided the costs are related to advice which leads to or is directly associated with a specific investment which produces assessable income (e.g. dividends from an investment).

The Australian Taxation Office has indicated that the following fees are not tax-deductible:

  • General financial advice

  • Preparing a financial plan

  • Initial investment advice

  • Upfront fees

  • Accumulated superannuation (the ongoing fee is not tax-deductible if the advice relates to the client and not the super fund)

  • Advice regarding non-assessable pension income

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