Financial Advice

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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.

At Club Plus Financial Planning we have done everything to keep the costs as low as possible for our members.

There are no fees for general advice.

Fees for personal advice will generally range from $220 - $2,750 (inclusive of GST) depending on the complexity and type of advice provided to you.

This fee will be agreed with you before the preparation of your Statement of Advice (SOA).

Where the service includes advice on your superannuation or retirement planning, you may arrange for the fee to be deducted from your superannuation account. Where the service extends beyond superannuation and retirement planning advice, you will be invoiced directly.

We may recommend that you take up our ongoing service and advice offer. The cost of this service is $660 per annum.

Where your needs fall outside the services provided under this offer, we will generally charge you at an hourly rate which is currently $200 an hour.

Our advisers are paid a salary. They don’t receive any commission or special payments for providing financial advice or products to you. They may receive a bonus based on their overall performance across a range of metrics.

Any commissions received by us for advice to invest outside Club Plus Super are returned to the Fund.

We have contracted the Licensee to provide authorisation under the Licensee’s AFSL for the provision of personal financial advice services to Club Plus Super members and potential members. The Licensee is paid a fee by us for this service.

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 9428, 9am - 5pm, Monday to Friday AEST or you can request a free initial consultation.