What does comprehensive financial advice cost?
Let's Be Upfront
Comprehensive, independent financial advice involves significant expertise and time, and it represents a meaningful investment.
At EKB Financial Advisers, we do not use a one-size-fits-all fee structure. Instead, our pricing reflects the complexity of your financial world. When we sit down for our initial meeting, we take the time to look at all the moving pieces of your life. Your fee is shaped by three things:
Your current structures (such as trusts, companies, or SMSFs)
What you actually need to achieve your goals
The time and technical work required to build and implement your strategy
Independent Benchmarks
We want you to feel completely informed before making any commitment.
You will always receive a clear, fixed-fee quote before deciding whether to proceed. For an independent benchmark on advice costs across Australia, we encourage you to review the government’s ASIC Moneysmart Guide.
Their data confirms that a comprehensive Statement of Advice (SoA) and its implementation typically involve an upfront investment in the thousands of dollars, with ongoing advice fees scaling from there depending on the level of support you require.