Fees
What does our advice cost?
As a member, it costs you nothing for your initial consultation, in which we review the condition of your financial situation and provide ‘general advice’ only.
Should you require more comprehensive and tailored advice, our Financial Adviser, Matt Davey will give you a clear understanding of any costs involved so you can choose to go ahead or not.
At Club Plus Financial Planning we have done everything to keep the costs as low as possible for our members and we also give you the option to have the fees deducted from your Club Plus Super account (for advice relating to superannuation).
The table below will help you compare our costs with other providers, so you can see how much you’ll be saving with us.
| Type of Advice | Cost |
| Initial consultation about a financial plan | FREE |
| Limited single issue personal advice for Club Plus Super related issues such as: – how to invest your super – your contributions – your insurance |
$400 |
| Standard Financial Plan | $800 |
| Complex Financial Plan | $2000 |
| Implementation of Advice | FREE |
| Plan review | $200 per hour |
For more important information such as what services we are authorised to provide to you and how we remunerate advisers, please download our Financial Services Guide.
If you have questions about our fees, you can call Club Plus Financial Planning on (02) 9376 9422, 9am - 5pm, Monday to Friday AEST or click here to request a free initial consultation.
