At SMART Financial Planning we firmly believe you should get what you pay for.
We are a fee-for-service firm, which means we outline every step of your financial planning process with a corresponding value. We get
paid for the advice we provide, not for the products we recommend.
We believe that a fee-for-service arrangement ensures that you feel confident that we have your best interests at the forefront of every
part of your financial plan. It makes for a transparent and honest transaction that we hope you agree, ensures a better long term
financial relationship.
| Initial Advice (SoA) |
| Ongoing Service |
| ESSENTIAL | |
| One-off Advice | With Ongoing Service |
| From $6,600 | From $4,400 |
| N/A | From $335 p/m |
| Ideal for the first financial plan for more straightforward financial structures without SMSF. | |
| PROGRESSIVE | |
| One-off Advice | With Ongoing Service |
| From $9,900 | From $6,600 |
| N/A | From $550 p/m |
| A more complex plan for wealth building including SMSF advice. | |
| ADVANCED | |
| One-off Advice | With Ongoing Service |
| From $13,250 | From $9,350 |
| N/A | From $770 p/m |
| Integrating all aspects of wealth planning suited to complex structures, estate planning and investments. | |
You've invested in your plan. Now you need to stick to it!
It's not always easy to remain accountable to yourself, so we also offer a service where we will consistently check in and re-assess your
plan as time moves forward. Our aim is to make sure your plan works for you, and is a living plan that can flex and change as life
inevitably does too.
The only thing on our agenda is your success.
And we understand that success means different things for different people or even for the same people at different stages in their life.
That’s why our first priority is getting to understand you – what drives you, what holds you back and where it really is you want to go in your life.
Then we will start working with you to start setting and absolutely smashing goals. We’re ready whenever you are.
