Great value for quality advice

• Fees are based on an hourly rate of $121.00 per hour (including GST). A standard appointment fee is $121.00.
• The cost of preparing a full, written financial plan (Statement of Advice) is generally a separate, flat cost of $880.00. However this may vary depending on your individual circumstances, needs and the actual cost of preparing your plan.
• These rates are very competitive and, we believe, stand up well in comparison to many in the market place.
• Fees do apply from the first interview onwards. We advise you up front of the time needed to develop a financial plan that is right for you.
• Fees charged are inclusive of GST. The cost is based on the time taken to understand your needs, prepare a financial plan for you. The hourly based fee rate will also apply if you choose to review your plan (recommended at least annually).
  
• Our advisers are paid a salary. No commissions are paid to our advisers for investments made through Equipsuper Financial Planning. Any ongoing trail commissions that may be received by Equipsuper Financial Planning are offset against the cost of your annual review, if you wish to receive one.

For full details of the remuneration payable to Equipsuper Financial Planning, we recommend that you read our Financial Services Guide.