2026 Fee Schedule - Select Advice Financial Planning

Initial Advice Fees (Design)

Service Description Fee (Incl. GST)*
Discovery & Strategy Meeting Identify goals, key issues, and potential strategies Free & obligation-free
Comprehensive Statement of Advice (SOA) Full financial plan including super, investments, insurance, and debt strategies $3,300 – $6,600
Complex Structures / Business Advice Advice involving trusts, companies, or SMSFs $5,500 – $22,000


Implementation Fees (Build)

Service Description Fee (Incl. GST)*
Investment/Superannuation/Pension Establishment Applying, transacting & executing recommended strategies $1,100-$5,500 per account (subject to complexity)


Service Packages (Manage)

Client Tier Description Fee (Incl. GST)*
Core Service (< $1,000,000 Funds Under Management) For client groups with portfolios up to $1,000,000 From $4,400/year
Comprehensive Service (> $1,000,000 Funds Under Management) Tailored service for client groups with more complex needs or larger portfolios From $9,900/year


*Fees are typically funded by superannuation/pension or investment balance.

**Fees are charged at the end of the advice process to ensure that you are satisfied with the plan.


Note fees are subject to change, refer to our Financial Services Guide for further information.

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