financial planning fees and faq’s

financial planning fees

We do not receive any commissions for providing superannuation and investment advice. If you require insurance advice, such as life insurance and income protection, we offer the option of a fee-for-service arrangement as well.

Our premium services operate on a fee-for-service basis, without charging a percentage based on funds under management.

Depending on your individual circumstances, there are multiple options to pay for the financial advice fees. You may choose to pay through your superannuation fund, your business, or make personal payments. It is advisable to consult with your accountant to determine if any or all of your advice fees are tax-deductible. Additionally, we offer the flexibility of upfront payment or monthly instalments, allowing clients to select a combination that suits their needs.

As a business owner, I understand the importance of maintaining a strong reputation and fostering positive word-of-mouth referrals. Therefore, ensuring client satisfaction is a key priority for us.

When collaborating with professionals such as accountants, investment managers, property experts, mortgage brokers, lawyers, and bookkeepers, we do not engage in or receive referral fees. We aim to work together as a “best-of-breed team” to achieve optimal outcomes for our clients.

“good quality financial advice is priceless”

Frequently asked questions

how much are your services?

After the 90-minute Discovery Meeting, which costs $295, we will provide you with a range of engagement options to choose from, including how to pay the fees. This is to ensure our scope of advice, services and fee structure best suits your current financial position, complexities and scopes of advice sought after.

WHAT TYPE OF SERVICES DO YOU NOT OFFER?

If you are looking for aged care advice, money coaching or you’re in severe financial hardship, please feel free to fill out our enquiry form on the Contact page so we can direct you to the right people who can help you.

how can we meet you?

All meetings are offered to be held either in person at the Curtin office, or online via Zoom or Teams. We have clients Australia-wide and understand clients often look for flexibility with how we meet.

HOW CAN YOU HELP ME?

For many clients, especially those with a clear idea of where they want to end up, we start with that end goal in mind and work back from there.

  • Build wealth by investing via shares or property;

  • Conduct financial modelling to help you make key financial decisions;

  • Harness the tax benefits of superannuation;

  • Protect your family from the financial impact of serious illness or injury, or the death of you or your partner;

  • Help you get out of debt;

  • Plan for your retirement;

  • Tax-effectively to help save for your children or grandchildren's education; and

  • Plan for business succession.

tesitmonials

  • Bryan, Lawyer

    Gianna helped me re-evaluate my finances to ensure they were efficient and effectively working for me. Gianna also helped me start my investment portfolio and developed a plan to build me wealth. Gianna's advice and support was invaluable, timely and responsive to my needs. I would highly recommend Gianna's financial planning services for anyone who needs knowlegable advice for a financial friend.

  • Deanna, MORTGAGE BROKER

    Gianna has been amazing to work with over the past 4 years. Responsive, caring and knowledgeable. Thanks Gianna!

  • Gisela, SENIOR PUBLIC SERVANT

    Before meeting Gianna I had no idea of my financial circumstances. I wish we had met her earlier.

    Gianna provides friendly and supportive assistance. She is articulate and her advice is easily understandable. Gianna has shown an extensive knowledge of the financial industry. I have no hesitation in recommending Gianna to anyone needing financial assistance. I have been very pleased with her assistance and advice.

  • Dale, BUSINESS OWNER

    Gianna has a wealth of knowledge and able to answer any of our concerns with confidence. She is constantly in touch to keep us on up to date and on track which is very helpful for as work and life get very busy. We are only a new client but confident Gianna's advice and guidance will be of great benefit in the future.

  • Tim, ACCOUNTANT

    Gianna has given me advice since I had a career change and was contemplating a redundancy payment. Gianna is always very prompt in responding to my questions and takes an interest in understanding my life goals as part of getting a full conversation on how my family and I could structure our finances that was aligned to what we wanted. I have always found Gianna to be an extremely good listener and she complements that with good advice which is always very well explained so that I am comfortable in making decisions , backed up by her technical and industry knowledge. Gianna is always prompt , courteous and extremely professional and it is a pleasure having her as our financial adviser.

  • Evie, Lawyer

    Gianna has given me advice in areas including insurances, budgeting, bank account structures, ethical super funds and managing debt. Gianna was able to explain things to me in a clear way and help me to manage my finances in alignment with my goals. Through Gianna's knowledge and experience, I feel very confident that the advice given was right for my needs.

  • Mark, Professional

    Gianna listens and understands our personal circumstances, issues and goals; understands the current taxation laws, markets and opportunities. We have turned around our savings and longer term prospects for the remainder of our working years heading into less worry about our retirement years ahead. Thank you Gianna.

Get in touch.