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.