Retirement planning advice is tailored to your circumstances, so fees depend on the complexity of your situation and the scope of advice required.

Factors that can influence the cost include:

• The number and type of superannuation or investment accounts involved
• Whether you are transitioning to retirement or already retired
• The need for retirement income modelling and scenario analysis
• Tax structuring and Centrelink considerations
• Ongoing review and strategy adjustments

Before any work begins, we clearly outline the scope of advice and provide a transparent fee estimate, so you understand exactly what you’re engaging us to do.

There are no hidden costs and no surprises — just clarity from the outset.

For an overview of our financial planning fee structure, visit our Financial Planning page.