Advice Fees Explained

W e are licensed financial planners for aged care in Perth and authorised representatives of Charter Financial Planning Limited. We follow the best practices in the industry and adhere to the standards of Future of Financial Advice Act (FOFA).

We understand that our clients have unique needs and each case varies from person to person. Though we can’t have a standard fee for all, we follow a quote range as a guide. The quote range is highly dependent on client’s existing requirements and circumstances. To obtain an initial quote range, please don’t hesitate to call us and inform us of your expectations.

To help you get started, we are offering free and no commitment initial consultation. After assessing your needs, we can provide you with a quote range if you decide to continue to avail our services.