Pricing policy
At QTCU Financial Planning our mission is to provide you with quality financial planning advice and service. In order to maintain our high service standards and financial planning knowledge base the following list of charges have been determined in conjunction with our service offering to you.
| Service | Cost | Payment | |
|---|---|---|---|
| Designing Your Plan (Statement of Advice) |
We believe that the most important element of your financial planning and well being is a properly considered and structured financial plan. Whether it provides you with advice in relation to a life event or pre-positions you for future financial success your Financial Plan is a key document. | $770 - $5,500 (depending on complexity) |
Upon preparation of your Statement of Advice^ (cheque) |
| Implementing your Plan | Agreeing on the recommendations in your Financial Plan and ensuring they are actioned and properly put in place is critical. These are the instruments that drive you towards achieving your goals. | 0.88% on 1st $400,000 0.44% on next $400,000 0.0% over $800,000 max fee of $5,280 |
Based on funds invested*^ |
| Managing your plan | Markets, investments and your situation will all change over time. It is important to monitor your investment and make adjustments as required. We're here to proactively keep you informed and to speak with you if you have a question. Each year you will have an opportunity to meet with your planner for a formal review of your plan. | Up to 1.10% |
Per Annum based on funds invested*^ |
* Please note these fees are payable from your investments and are not payable directly by you. ^All costs include GST.
If we haven't answered all your questions on this website, please contact us and we'll send you a complimentary copy of our Lifelong Financial Solutions booklet.
Simply call us on 13 29 30 (option 4) between 8.30am-5.00pm Monday to Friday, pop into one of our branches, or take an easy next step by completing a simple enquiry form...
QTCU Financial Planning Pty Ltd ABN 35 116 361 650 is a Corporate Authorised Representative (ASIC No. 293929) of Outlook Financial Solutions Pty Ltd, ABN 40 083 233 925, AFSL 240959, 70 - 76 Yarra Street Heidelberg VIC 3084.