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.