Fees & Charges
There will be no fee for our preliminary work, including data input, or our first meeting including discussions clarifying your life values and strategy development.
| Service | Contents | Costs |
|
Comprehensive Financial Plan |
Including Strategy details and implementation processes |
Free |
| Implementation of Investment Strategy |
Establishing the structure and |
Free |
Adviser Review Fee: 1.1% for amounts under $500,000
Amounts above $500,000 are charged at 0.66%
(Our ongoing advice fee is calculated on your account balance)
Note
(i) Above fees include GST
Your satisfaction is assured…
As a client of Rancie McLean Financial Planning, you will receive conscientious and personal attention from our firm at all times.
As well as our own commitment to your satisfaction, you have the added benefit of AFS's Principal membership of the Financial Planning Association. AFS is also a member of the Financial Industry Complaints Service.
This organisation is recognised by the industry as an independent complaints handling body.