McKinnon Financial Planning tailors financial plans to suit the individual situations of our clients and we charge a set fee (plus GST) for spending the time to develop strategies that suit your situation. The costs associated with producing a financial plan may be tax deductible (depending upon your circumstances) which will reduce the cost to you significantly.
|FINANCIAL PLAN TYPE||SERVICES INCLUDED||COST|
Total financial planning service
'Total Service Client'
$3,500 + GST
and $275 + GST per month
|Starter Financial Plan||
||$2,500 + GST|
|Comprehensive Financial Plan||
||$3,850 + GST|
|Personal Risk Management Plan||
||$1,500 + GST|
|Financial Planning Advice||
||$275 per hour + GST|
For most insurance products, mortgage and finance products, investments, and superannuation investment products, we may receive a commission. These commissions vary, depending on the company, the product, and other factors.
The range of commissions are detailed in the McKinnon Financial Planning's Financial Services Guide (FSG) and McKinnon Financial Services' Financial Services and Credit Guide (FSCG) for mortgages.
Each situation is different. If we prepare a comprehensive financial plan for you and provide total service, we will not charge any commissions on investments.
The actual commissions for each product we recommend will be clearly itemised in your Statement of Advice in your financial plan.