No lengthy sales process.

Simple options.

Transparent pricing. 

No BS fluff.

Just no strings attached financial advice to give you confidence with your finances and make your life easier.

What

Strategic

+

product advice

Who

Someone looking to get the essentials sorted to get their initial traction.

Cost

$1,500 per person

Complex strategic advice + modelling

Someone who has established their financial foundations 

and facing a large decision to make the most of their situation. 

$2,500 per plan

60-minute general guidance consultation

Someone with a DIY mindset who wants a professional opinion OR someone keen to upskill and looking for initial educational guidance.

$300 per meeting

I make every effort to ensure my upfront advice puts your finances on autopilot but below are options if you'd like an ongoing sounding board.

What

Ongoing collaboration (and access to an app) for 12-months to get guidance in relation to your initial plan.  

60-minute general guidance consultations

To be discussed, depending on your situation and needs.

Cost

$750 per annum

$300 per meeting

?

My prices are based on the estimated time required and value provided and hope one of the above sounds right for you :)

All prices, of course, include GST.

 

The above is designed to suit most cases however in the event your situation has additional complexities we can discuss alternative ways to work together or point you in the direction of another appropriate professional.

Buying financial advice is confusing and there are a lot of amazing advisers in Australia. Here are a few external links to help with your due diligence: Choice Magazine, ASIC moneysmart and Profession of Independent Financial Advisers.

  • facebook
  • linkedin

Kyle Frost is a Director and Authorised Representative of Indie Advice Pty Ltd (AFSL# 511786)

Any financy info on this site is general in nature, of course doesn't consider your circumstances and may not include details that could be significant to your particular circumstances. Seek personal advice (I would say that, but from anyone ;)) if you're not confident before making a decision. 

 

Copyright © 2020 Millennial Independent Advice (ABN 80 620 929 309). All rights reserved.