Pricing Summary
Comprehensive Financial Planning
All our client engagements are performed under a fee for service model. The cost is agreed up front after a complimentary Discovery meeting with your adviser.
Once we know what help you require, we will prepare an Engagement Letter detailing how we plan to help you to achieve your personal goals. Costs and services will always be disclosed openly, transparently and honestly.
The cost will depend on the complexity of the advice required. Typically our Comprehensive Planning Fee, for a couple, is $4,800 (inc. GST), and will include our full suite of relevant services.
Annual Support Packages
Our Support Packages ensure you remain on track to achieve your purpose in life.
Priced from only $1,860 p.a. for a family and $1,210 p.a. for an individual (a portion of which may be funded via Super and/or tax deductible), ensures you continue to receive immense value from Equitem's ongoing advice as we navigate your financial future together.