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How Much Does A Financial Advisor Cost in Rockingham

Our Fees

By law all financial planners must disclose all forms of payment and fees. The cost to you will depend on the complexity of your financial situation and plan. There are various ways to structure fees, and typically at Growth Planners it starts with an initial fee to cover identifying your needs, developing a strategy and implementing the recommendations.
Our bundle fees start from $2,000 plus 10% GST.

There are 3 options available to calculate our fees:

Agreed Charging Formulation – where the rate of the fee is specifically agreed between us. The method we have agreed to use is:

  • The standard Statement of Advice bundled fees start from $2,000 plus 10% GST which encompasses strategic advice on new products includes;
  • Advice on current superannuation policies.
  • Advice on current Managed Investment Schemes Advice on current Life Insurance Bonds, Education Bonds.
  • Advice on Current Equities portfolios (we do not provide advice on the purchase of equities).
  • Amalgamation of up to 4 superannuation policies.
  • Research on current insurance policies and new quotes if applicable.
  • General advice on Estate Planning.
  • Modelling, utilizing the Strategic Lifetime Modelling (SLM) tool.
  • Each superannuation policy over the 4 allowed for, will attract an additional research charge of $110 on the standard fee.
  • A Wealth Creation strategy which includes a Gearing strategy will attract an additional $500 on the standard fee.
  • Pre-retirement strategy that includes a Salary Sacrifice strategy and the above will attract an additional $500 on the standard fee.
  • Retirement planning with the purchase of an income stream product and Centrelink Calculations will attract an additional $500 on the standard fee.

OR

Hourly rate/time based charging: you will be charged for financial planning and related services solely upon an agreed hourly or time based rate for those services, plus disbursements. The rate we have agreed upon is:

  • Specialist Senior Financial Planner hourly rate at $350.
  • Administrative support hourly rate at $110.

OR

Service based charging: you will be charged for financial planning and related services purely on the basis of an agreed price for the package of services agreed by us.

Find out more about how fees are charged at moneysmart.gov.au

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