Our Fees

Financial planning

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.

We have three cost levels of financial plans:

FINANCIAL PLAN TYPE        SERVICES INCLUDED COST

Total financial planning service

'Total Service Client'

  • Prepare Financial Plan
  • Implement strategies
  • Review investments regularly
  • Comprehensive review annually
  • Advise when required
  • Administer financial products (Superannuation | Investments | Insurances)
  • No adviser fees or commissions charged on managed investments
  • Fees for Adviser-Managed Investments (Direct Share Portfolio)

$3,500 + GST

and $275 + GST per month

Starter Financial Plan
  • Prepare basic Financial Plan and implment strategies
$2,500 + GST
Comprehensive Financial Plan
  • Prepare comprehensive Financial Plan and implement strategies
$3,850 + GST
Personal Risk Management Plan
  • Prepare Risk Management Plan
  • If strategies are implemented, plan fee is refunded
$1,500 + GST
Financial Planning Advice
  • Specific research or advice as required
$275 per hour + GST

 

Insurance, mortgages, and superannuation

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.

McKinnon Financial Planning Pty Ltd ABN 74 155 233 784 Australian Financial Services Licence 417488 | McKinnon Financial Services Pty Ltd ABN 82 056 817 648 Australian Credit Licence 392173 | General Advice Warning: Information contained in the pages of this website is of a general nature only and has not taken into account your particular circumstances. You should consider whether any strategies and or investments mentioned in this website are suitable for you and seek personal advice from a licenced investment adviser before making any investment decision.
HomeContact UsPrintTell a FriendBookmark a SiteLinked InTwitterFacebook