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 or intrafund advice.
Where the service extends beyond superannuation and retirement planning advice, you will be invoiced directly.
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).
We may recommend that you take up our ongoing service and advice offer. The cost of this service can range between $440 and $1,250 annually depending on the complexity and the time spent.
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 Planning Financial Services Guide.
¹Financial planning advice is provided by Club Plus Financial Planning Pty Ltd (Club Plus Financial Planning), ABN 14 143 636 766 acts as a Corporate Authorised Representative #367058 of Link Advice Pty Ltd, ABN 36 105 811 836 (“Licensee”). The Licensee holds a current Australian Financial Services Licence #258145 and is responsible for the financial services provided to you. Club Plus Financial Planning is an associated company of Club Plus Superannuation Pty Ltd. There are no fees for general advice or intrafund advice. Where the service extends beyond superannuation and retirement planning advice, you will be invoiced directly.