Financial planning ongoing service packages

Specialist Financial Advice From Award Winning Financial Advisers. Get transparent pricing with any of our packages. We’ll look at where you are today in relation to your financial goals and provide ongoing advice to put you in the best position to reach them for an annual fee, billed monthly, as follows: Single: $1per month.

Marrie no kids: $2per month. Review service packages are provided for clients whose total ongoing annual fees paid to us are between $3and $500. Platinum is our peak client service level and provides for regular strategy meetings to ensure that you stay on track. Financial Planning Packages We provide two introductory packages to help clients get started on their pathway to wealth.

Of course, if you don’t fit comfortably into these categories, we are happy to design a tailored package just for you. You select the method of payment so that there is transparency in disclosure as to what the costs are and what services have been agreed upon. Appointment Portfolio Review $550.

All prices are GST inclusive. We offer a 'fee for service ' model and are able to provide a range of ongoing service packages. There are a range of services we can offer you, depending on your needs and circumstances. The cost of our ongoing service will depend on the level of service required.

Our ongoing service. The types of services we provide to members are described below. Prepared NORDIC WEALTH. ONGOING SERVICE AGREEMENT PACKAGES. Financial planning should not be viewed as a one-off event, but as an ongoing process.

Access to a Nationwide Financial Adviser should you need to review your Portfolio or want to discuss any aspect of the advice you have received. For some of you, you may feel like you have just about all the areas in your financial life on cruise control and only need assistance with one or two pressing questions or areas. In this type of situation, I provide the Hourly Services option. An FCA survey suggests advisers across the board have increased their ongoing charges since the RDR, but may not have added many additional services, Money Marketing can reveal. Woodbury Financial Services and its representatives do not provide legal, tax, or real estate advice.

You are best suited to our Foundation Service Package if you: are committed to financial success own a home or are saving a deposit can save money each week have less than $100in assets (not including your home) have a combined family income of between $70k and $250k have more than years. 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.

As well as the ongoing service provided by our experienced Case Managers, we meet you on a regular basis to realign your strategy in order to match your changing life. You can choose three levels of service depending on your individual requirements. Packages range from annual check-ins to quarterly sessions to keep you on track. As a part of Future of Financial Advice (FOFA) reforms, all financial planners who charge an ongoing fee for their service must give their clients a Fee Disclosure Statement (let’s call it an FDS). That’s for any advice fee your planner charges you on an ongoing basis, beyond months.

Ongoing financial planning support.