What Does it all Cost?
TorrentsBell charges a set fee for services done (we do not charge a percentage of funds under management). Some services may require an hourly advice fee and others will be a set fee.
If a Financial Plan or Statement of Advice is required the fee for preparing this will depend on the scope of work to be done and the level of complexity. Any fee will be discussed and a Terms of Engagement Letter will be agreed upon and signed before any work starts. As a very general guide a Statement of Advice will range between $2,750 and $5,500.
Financial planning doesn’t stop after a Statement of Advice is implemented as a persons situation inevitably evolves and changes hence we strongly encourage clients to have a long term relationship with their planner which will require ongoing annual reviews and monitoring. An ongoing service fee will again be regulated by the complexity of the situation however a fee of $2,200 to $4,400 would not be uncommon.
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We help you plan a future that is exactly right for you. We can help you find the right plans for your superannuation, allocated pensions and retirements. We are local experts with over 20 years of experience who provide Aged care advice, Investment advice, Wealth accumulation and Estate planning.
