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Financial counselling service in Australia, financial advisers & financial planning: Financial Advice Online

What will your 12 month Financial Advice Package cost you?



Service
Our Fees
Singles
$249.00 including GST
Couples
$299.00 including GST

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WRITTEN STATEMENTS OF ADVICE explaining exactly what you should do to:


minimize your tax through super, investment and mortgage structures

secure your family in case of death, disability or illness

build your wealth through sound investments

manage your cash flow more efficiently through proper debt and cash flow management

prepare for your comfortable retirement through proper long term planning

and more depending on your personal situation
See an example of our Statements of Advice here


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IMPLEMENTATION OF OUR RECOMMENDATIONS which involves:


implementing all strategic Financial Management recommendations

selecting appropriate investments such as investment properties
(residential, commercial, industrial, retail), equities investments such as managed funds


recommending superannuation products

recommending insurance products

putting in place wills and estate planning recommendations



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ONGOING MANAGEMENT OF OUR RECOMMENDATIONS for twelve months which involves:


assisting with all aspects of the day to day management of our recommendations

regular information updates and alerts as to what steps you should be taking to optimize your financial position. For example, whether you should be fixing interest rates, making additional or special contributions to superannuation, taking advantage of new tax laws etc.

quarterly newsletters keeping you up to date with the latest developments in the financial world.