How do you get paid?

Financial advice can be paid for directly from your bank account, though many clients opt to have the fee taken directly from their superannuation accounts if it is superannuation, investment advice and retirement goal orientated. You have received a tax deduction for money you contribute into superannuation, so when you take that into account the ‘actual advice fee’ can be more tax effective. If you are invoiced separately, then only a part of that fee may be deductible, so it is best to discuss this with your financial adviser and/or tax accountant.

Contact us

Call or email us to discuss your financial opportunities today.

‭08 8130 5500

Find us

Suite 1, 1 Alexandra Avenue, Rose Park
Adelaide SA 5067

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9am to 5pm, Monday to Friday

Let's chat

Let's meet up for a coffee or arrange a phone chat to discuss your opportunities.

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Financial Planning
Wealth Creation
Estate Planning
Personal Insurance