Fees
Fixed fees, agreed upfront.
We don't publish a specific number here, because the right fee depends on your situation. What we commit to instead: a full, clear quote after your first consultation, with no obligation to proceed.
Financial Planning Fees
Our Fees are always clear & transparent
Good financial advice is an investment, and we make sure it pays off. Our fees are transparent, and we're committed to delivering value that far outweighs what you pay.
You'll get a clear fee quote at the end of your first consultation, with no obligation to proceed.
We've designed our advice to be accessible to everyday Australians. Depending on your situation, fees can be paid from your superannuation or your cashflow, and in some cases they may be tax-deductible where advice relates to tax planning or generating taxable income.
We do not accept conflicted remuneration, and receive no commissions on superannuation or investments (we do receive commissions on certain life insurance products).
Breaking down our fees
Our fees are tailored to your situation but always follow a clear structure, based on the different stages of work we do together.
Most clients have two fee components, an upfront implementation fee and an ongoing service fee. Both depend on the complexity of your situation and what your plan requires.
No hidden fees. You'll receive a detailed fee schedule you can refer to at any time.
Set-up:
The Level Up Blueprint
A one-off fee
Once you decide to become a client, we get to work. This covers all the initial research and planning, setting up your accounts, investments, superannuation, insurance, and any other agreed strategies.
Scoped to complexity, quoted before you commit to anything. Part of it may be tax-deductible, and some can often be paid from your super.
Ongoing service:
Keep Levelling Up
Always in your corner
After we set up your plan, we keep it on track. This includes managing your investments and strategies as your life evolves.
Move forward knowing you will always have a financial professional in your corner.
The value of advice
Good financial advice is about more than money. It helps you focus on what matters most to you and your family, and gives you the clarity and confidence to use your money to build the life you want.
So what's the actual value of advice? Our fees should be far outweighed by the impact we have on your life and finances, both in real dollar terms and in peace of mind.
Independent research consistently finds that the value of financial advice comes less from picking individual investments and more from getting the overall asset mix right, helping clients stay disciplined through market ups and downs, and structuring things tax-effectively. Multiple studies put the combined value at upwards of 5.6% a year*.
Our services are backed by a network of trusted complementary service providers. Your adviser acts as a project manager, bringing in additional expertise when it's needed.
Ongoing service is renewed each 12 months, but you can change or exit the arrangement at any time.
On an ongoing basis, we:
✓Continually monitoring, adapting and adjusting your plan as legislation changes, markets move, or your own circumstances shift.
✓Accountability and support to help you actually reach your financial goals, not just set them and hope.
✓Updating your strategy as you hit financial milestones along the way, so the plan keeps pace with your life.
✓Here to answer your questions and help with financial decisions whenever they come up, not just at the annual review.
✓Ongoing investment management, including rebalancing, so your portfolio doesn't just drift between check-ins.
*Source: Professional Planner, "Where advisers add most value," 5 September 2025, citing Russell Investments' 2025 Value of an Adviser research and Vanguard's Adviser's Alpha research. General research about the value of advice as a category, not a promised outcome for any individual client.
Want to know what it would cost for you?
Book a free intro call. We'll ask a few questions about your situation and give you a clear quote before you decide anything.