We are advisers, not salespeople. We believe that financial planning services should be paid for by clients the same as any other professional service on a strictly fee-for-service basis. The only way to avoid the scandals which regularly get reported in the media is to completely eliminate all commissions, both upfront and ongoing, as well as all other inducements and so-called “soft dollar” commissions. We operate a fee for service financial planning service which is fully integrated into our accounting and tax practice. We are convinced this provides the best client outcome as accounting advice, tax advice and financial planning advice are really just inter-related parts of delivering quality financial advice. Most of the advice we give does not involve the payment of commissions, but where commissions are received they are rebated in full monthly to clients without deducting any handling fees.
We are licensed to give financial planning advice as an authorised representative of Wealth Today Pty Ltd (ABN 62 133 393 263), AFSL 340289. We chose to work with Weaatlth Today as we pay a flat monthly fee for their services and get 100% of commissions paid to us, which we in turn rebate to clients. Importantly, as there is no commission sharing arrangement with Wealth Today, we have no sales targets or any other pressure whatsoever to sell any financial products. Please contact us should you like to receive any further information regarding our financial planning services.