Our advisers charge a fee for service for providing financial advice tailored to your individual situation. We will keep you fully informed on any costs you may be facing at every stage.
After your initial meeting with us, which is at our expense, you may decide to go ahead with the next stage, which includes researching, developing and preparing your personalised advice and recommendations. Any fee to be charged for the preparation of advice will be discussed and agreed with you prior to you incurring that fee.
Your Statement of Advice and the relevant Product Disclosure Statement (PDS) of each product we recommend will outline the fees and remuneration that apply.
Ongoing advice and service
At Mortgage Choice Financial Planning our focus is on working with you to enhance your financial wellbeing.
Our financial planning advice process aims to ensure our advice remains relevant to both your lifestyle and life stage. Maintaining our ongoing relationship with you is key. As such, we offer a number of service packages to help keep you on track to achieve your financial goals.
If you require an ongoing review of your financial planning strategy, the fee for this ongoing service is based on the complexity of ongoing advice and the services provided. A list of packages is provided below.