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What we stand for

Objective

We provide objective financial advice and in our clients best interest.

Dedicated

Our personal financial advisers are dedicated to our client’s well-being and deliver conflict free advice.

Strategic

We help clients build a strategic financial plan, avoiding high-priced products in favour of affordable solutions.

Transparent

We ensure a transparent experience for our clients, with no gimmicks or hidden fees.

How are we paid for the advice services we provide?

We charge for our advice based on the time it takes to collect the data, consider the scope of the advice, consult experts and stress test strategies to make sure that they are appropriate and in your best interest.

Advice and Consultancy Hourly Rate

Certified Financial Planner®
$450 per hour

Senior Financial Planner
$350 per hour

Financial Planner
$250 per hour

Para Planner
$150 per hour

Additional Services
  • Setting up and running a self managed super fund
  • Cash flow management and budgeting
  • Estate planning and Will preparation
  • Individual tax returns through Australian Online Taxation Services
More on Tax Returns
Ongoing Investment
Management Fees

Your portfolio is actively rebalanced and you can choose between a tailored solution of a lower cost automated offering.

Our fees for Investment
management are:

1. Full personal advice
(minimum $100,000 per portfolio)
0.079% charged monthly.

2. Scaled Low Cost Advice
0.025% charged monthly.

Have You Ever Considered a Self Managed Super?

Since 2006 selfmanagedsuper.com.au has offered expert investment and self-managed superannuation advice to thousands of investors across Australia.

selfmanagedsuper.com.au offer two distinct SMSF options.

The first is perfectly suited to people who want to set up a self-managed super fund with expert guidance.

The second option is for investors who want both financial planning advice and a complete administration and taxation service.

find out more

Our Portfolio Results

To view our model portfolio performance results since inception, click below.

view results

Saving for your
first home?

There’s a new scheme in town

more details

Saving for your
first home?

There’s a new scheme in town

more details

Global Finance Updates

See our regular video updates on the state of the global economy, and how we see that may effect the market in Australia.

see videos

Contact

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