Fees

Clear costs, explained upfront

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Our approach to fees

We believe people should understand what they’re paying for, and why, before making any decisions.

That’s why we’re open about how our fees work and take the time to explain them clearly, in plain English. There are no hidden charges, no surprises, and no pressure to proceed if it doesn’t feel right.

Your first meeting

Your first meeting with us is complimentary.

It’s a relaxed, no-obligation conversation where we get to know you, understand what’s important to you, and answer any questions you have about how we work. It’s also your opportunity to decide whether we’re the right fit, without any expectation or commitment.

What fees look like if you go ahead

If you choose to move forward, we’ll outline the scope of work involved and the associated costs before you commit to anything.

Fees vary depending on the complexity of your situation and the type of advice required. For most people, the cost of this work typically starts from around $4,500, with more complex situations requiring additional work.

Rather than applying a one-size-fits-all fee, we believe costs should reflect the work involved and the level of advice required.

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What clients say

Real words from real people

"[Shane] is readily available during your emergencies and we have the utmost faith in his advice, knowledge and integrity in setting our positive financial future."
Vic S
"Those that have the opportunity to have Shane as their adviser, colleague and friend are fortunate."
Ian S
"Shane's advice and acting on it has put me in a financial position I would not have anticipated and it is the best thing I have done."
Jane W

Ready to take the next step

Book a meeting with us and let's talk about your situation.