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How much does independent financial advice cost?

As a completely fee-for-service firm the cost of your financial advice will depend on a number of factors including the type of advice you want, your financial situation, the complexity of your affairs, and whether a junior of senior staff member will be completing the work.

As a very general guide a more simple financial plan would cost in the range of $880 while more comprehensive financial advice could cost up to $4,400.

The exact cost will depend on your circumstances, but you will have a complete outline of this cost before you have to make a commitment.

 

What is independent financial advice?

Under the corporations act, financial planners are not able to use the words independent, impartial, unbiased, independently owned and non-aligned to describe themselves if they receive remuneration that could put their interests in conflict with their client.

Oak Advisory is proud to say that we:

  • Provide Independent, impartial and unbiased financial advice
  • Are independently owned
  • Are not aligned with any banks, insurers or institutions

 

What is the process?

Our initial financial planning process generally follows the following steps:

  • Initial consultation(s) and analysis of your financial situation
  • Research, modelling and development of a bespoke financial strategy
  • Strategy consultation(s)
  • Implementation of recommendation

 

What do I get?

The financial outcomes of our advice will vary depending on your financial situation and our recommendation, however you will get:

  • A bespoke financial strategy designed to put you in the best possible position to meet your financial objectives.

  • Peace of mind that you are making the smartest possible decisions with your personal finances.

  • Peace of mind that you are receiving objective, independent and impartial advice from a financial adviser with no alignment or ties with the banks or insurers.