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What will it cost?

At U.C.I.S Financial Planning, we recognise that everybody’s needs are different, and so the specifics of each plan will be different.

We’ve adopted a fee structure that reflects the varying time spent in servicing one off, smaller requests through to more complex and detailed financial plans.

Other financial planning practices can bury information about fees deep in their website, if they mention them at all. And when you do find out, it’s often not the numbers you were hoping for.

At U.C.I.S Financial Planning, we want to be up front with you.

We believe our fee structure represents a consistent and transparent process for valuing the time spent in researching and recommending the most appropriate financial advice for your situation, whether for initial planning stages or ongoing reviews.

All fees will be discussed with you in detail in your initial meeting with our Financial Advisers, so you won’t be surprised by any unexpected charges.

Here’s a summary of our fee structure:

Initial consultation	Free, no obligation (new clients only). Decide if further action is required.
Complete strategy and plan presentation	$1200 (new clients only).
Review consultation	$220 per hour (existing clients).
Plan preparation fee	Based agreed strategies chosen (existing clients).
Level one	$220 – simple strategies, single use. Example: investment re-weighting superannuation co-contribution/salary sacrifice.
Level two	$440 – more complex single strategies. insurance applications estate planning/divorce/family settlements debt management and repayment maximising Centrelink entitlements.
Level three	$550 – complete overview including financial projection, complex strategies and plan presentation meeting. multiple strategies gearing/debt recycling family trust redundancy aged care.

All fees quoted above are inclusive of GST.

If you’ve got any questions about how fees are charged, please call our office on freecall 1800 773 509 or 07 3874 3600 or contact us.