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Financial planning fees

How much do Goldsborough’s financial planning services cost?

We don’t charge for the initial consultation, so that our advisers can get to know your requirements – and you can see if they’re right for you. So, while it isn’t free financial advice, it is a great way to get to know us and what we can do together.

If you want to go ahead with strategic advice, we’ll get your agreement upfront on the fees and scope of our work – so there are no surprises. We include a face-to-face meeting to go through the recommendations and Statement of Advice. We’ll also provide you with the fee for us to implement investments we may recommend as part of the advice.

Our fees are based purely on the services that you want us to provide – not on how much your portfolio is worth. If your advice includes insurances, this may be paid via a fee for service or commission arrangement – or a combination. But as with any of our fees, this will be discussed and clearly explained to you.

We have special packages for tailored aged care financial advice, as well as Centrelink assistance.

Ongoing financial services package

We ensure our ongoing service fees are a true reflection of the services you need and will receive from us.

Our fee structure is tailored to suit each client’s specific needs and requirements because we understand all clients are different. So your fees will always reflect your situation and the advice you need.

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Latest insights

As we transition from the working world into retirement, our financial perspectives undergo significant shifts. While we’re working, we have the reassurance of regular pay. This allows us to plan, save for one-off costs, and even extend our retirement timeline if something goes wrong. However, once we retire, the flow of a salary stops and we often face anxiety over the pool of money for retirement not being enough. Understanding the cognitive biases that affect us during these stages can help manage these transitions more effectively.
$1,000,000,000 ($1 trillion) will be passed on to the next generation of Australians by 2025, this number is projected to balloon to $3.5 trillion by 2025. It is a life altering event and one of life’s major financial crossroads, bringing new challenges and complexity as your lifestyle and wealth management goals change.