Let’s Connect and Create a Plan That’s Right for You
“Mary was very professional but most friendly with her approach and we look forward to using Mary’s skills and advice for many years. Would highly recommend Mary and have already done so.”
Authorised Representative No: 000287047
of Lifespan Financial Planning Pty Ltd AFSL No: 229892
Ph: 0419 017 045
PO Box 435 Drysdale VIC 3222
mary@planandimplement.com.au
Cost of Advisory Services
We cover the cost of an initial meeting to discuss your financial circumstances and your financial goals. There is no obligation on you to enter any agreements or go beyond this first appointment. We will quote you a fee for service for the cost of any financial planning to be provided. This fee needs to be agreed upon by you, prior to any further work commencing.
Our financial planning fees are based on time and complexity, not how much you have to invest. You will not be charged a percentage-based adviser fee for initial or ongoing advice services. All other fees are fully disclosed in the Statement of Advice and Product Disclosure Statement prior to any charges being incurred. Please refer to the Plan and Implement Adviser Profile for a schedule of fees.
Payment of fees can be paid as per instructions on the tax invoice, or, with your written authority, may be deducted from your investment product provider. We can also receive a commission from an insurance product provider.