How you'll be charged
There are no hidden costs with our financial planning.
You can feel confident in knowing that there are no hidden costs involved when you meet with one of our Financial Planners*. All fees are agreed upon in advance – and our planners don’t accept commissions.
How do you pay?
As your first fact-finding appointment is free, you don’t need to worry about any payment methods!
If you decide that you need a financial plan, then you will be told about the cost or ‘fee for service’ for that plan, straight away. Then there are two ways that you can pay:
- If you’re a Statewide member, you can arrange for the financial planning fees that relate to your super investment and membership of Statewide to be deducted straight from your Statewide account.
- If you’re not a Statewide member, or if you are receiving financial planning relating to advice outside of super, you’ll receive an invoice for the cost. The invoice will let you know about your various payment options.
Call our friendly Client Services team on 1300 65 18 65 to make a free, no obligation appointment with a Financial Planner*.