Planning & Preparation of Financial Plan
(3 meetings)
Initial Meeting (1) 40-60 minutes — $350
- Who we are & what we offer
- Your requirements
- Can we provide you with the service that
matches your goals and objectives
If our services are not what
you require we will refer you to another Financial Planner or qualified
professional
Data Collection
We ask you to complete a comprehensive Financial Planning Questionnaire
as the basis for the planning process.
Planning Meeting (2) — minimum fee of $770
2-4 weeks to complete
- Detailed analysis of your lifestyle and financial objectives
- Outline strategies to achieve your goals
Preparation of Financial Plan — $1,100-$11,000
Cash Management & Budgeting
Debt Management
Mortgages (lending services)
Social Security Planning
Investment/ Saving Plans
Personal Risk Planning
Estate Planning
Retirement/Redundancy Planning
Meeting (3) Review of Your Financial Plan — No
fee
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Implementation & on-Going Fees
Implementation — Minimum of $700
- We provide assistance with implementing the advice
provided in your Financial Plan.
- We ensure that the recommended strategies are
actioned correctly and in a timely manner.
- We provide a comprehensive on-going Review and
Monitoring Service to keep your plans up–to–date.
On-going Services&Fees* — $3,180-$25,000pa
◊Bronze Service Level
◊Silver Service Level
◊Gold Service Level
◊Platinum Service Level
Or Select from our Menu of Services:
At FM Financial Solutions, we appreciate that each client is different,
and as a result has different needs. We will always attempt to match
our client’s requirements with the most appropriate fee and
service package, clients may either choose to customise a fee and
service package or add a service to one of the above ‘packages’.
To assist our clients, we have a menu of services, that they may select
from:
- Annual Review $2,200 to $5,500*
- Portfolio Review $1,100 to $4,400*
- Newsletter (FMFS News) No Fee
- No Advice Investment Placement (Hourly rate or negotiated flat
fee)
- General Strategy Development (Hourly rate or negotiated flat fee)
- Meeting fee per hour $350*
- Administration Services $350*
*Please note
that all fees are subject to change with notice.
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