Fee tool
What would advice cost you?
Answer four quick questions and see where your situation likely sits within our published fee ranges, plus a checklist of what to bring to a first meeting. The exact fee is always quoted in writing at the first meeting, before you pay anything.
Nothing is stored and no personal details are needed.
Fee estimate and first-meeting checklist - Great Advicegreatadvice.com.au/tools/adviser-fee-estimator/ - indicative only, exact fee quoted in writing
Who is the advice for?
What do you want help with? Pick as many as apply.
Roughly what do you have in super and investments, not counting your home?
Are you after one-off advice or an ongoing relationship?
Your indicative fee position
at your first meeting
Covers the full advice process: understanding your position, the written advice document, and helping you put it in place. The published range; where you sit depends on scope.
Regular reviews, adjustments as rules and markets change, and someone to call before you make a money decision. Depends on portfolio complexity and how often we meet.
For a single, well-defined question, hourly work can be the better fit. The scope and hours are agreed at the first meeting before anything starts.
These are the same ranges published on our fees page and in our Financial Services Guide. The needle is an indicative position only, based on the scope drivers you selected. Nothing is payable for the first meeting.
Related: our fees page, what financial advice costs in Australia, or how to choose an adviser.
General information only. This tool does not consider your objectives, financial situation or needs, and an indicative fee position is not personal advice or a quote. Fees are set out in our Financial Services Guide and confirmed in writing before any work begins. Great Advice is a trading name of Aetos Wealth Advisors Pty Ltd, Corporate Authorised Representative of Akumin Financial Planning Pty Ltd (AFSL 232706).
