Fees & Costs
Ginkgo Planning Services will provide you with an upfront quote for each advice document required. As our advice documents are highly personalised and tailored to suit your needs, we provide you with a quote before proceeding. We prefer to operate this way rather than working to a fixed cost which often results in a compromised and impersonal document.
Our costs are fair and reasonable and are based on an hourly rate to determine an appropriate fee.
Please see the following actual examples to provide you with a guide:
Statement of Advice (Couple Entering Retirement)
Areas of Advice Covered:
- Debt Management
- Retirement Planning Including Superannuation & Income Stream Strategies
- Cash Flow Planning
- Investment Property Analysis
- Investment & Asset Allocation Recommendations
- Projections (Retirement Projections Based On 2 Scenarios)
Cost
$770 including GST
Statement of Advice (Single Retiring)
Areas of Advice Covered:
- Income Stream Strategy
- Centrelink Planning
- Cash Flow Estimate
- Superannuation Analysis
- Investment and Asset Allocation Recommendations
- Projections (retirement and Centrelink projections)
Cost
$530 including GST
Statement of Advice (Investment Advice)
Areas of Advice Covered:
- Investment Portfolio Rebalance
- Investment and Asset Allocation Recommendations
Cost
$120 including GST
Time Frame
Our standard turnaround time is 7 working days. This means that your plan will be returned to you within 7 working days from the date received given all information has been provided and any queries we have responded to.