Goldsborough logo


Since every Statement of Advice is unique to the client, we don’t charge one fixed fee.  Our SOA fee starts at $2,950 for simple advice, and increases from there depending on the complexity of your situation and the areas of advice you’d like us to cover.

We’ll calculate the fee and check you’re happy to proceed before providing any advice.

If your advice includes a product recommendation (such as superannuation or pensions) we may be able to deduct the SOA fee from your account. Otherwise, we can provide an invoice when we present your SOA.

Financial planning is about adapting your financial strategies over the years to match your changing needs. We typically take you through 6 steps, but sometimes we may focus on one issue or just a few parts of the process to achieve your goals.


Step 1: We meet to get a complete picture of your financial situation.

Step 2: Identify your financial and lifestyle goals.


Step 3: Identify your financial issues and any gaps, to make sure you get to where you want to go.

Step 4: Prepare your financial plan, bringing together your situation, goals and our recommended strategies.


Step 5: Implement your financial plan and get your investments up and running.

Step 6: Review and revise your plan over time.

Get in touch

This field is for validation purposes and should be left unchanged.

Latest insights

The Budget this week has created a diverse opinion as to who the beneficiaries are; it appears it’s everybody and nobody. As is customary for all budgets, praise is thin.
As a proud South Australian business and industry leader in financial services, Goldsborough has nurtured a workplace culture that attracts and retains great people who want to grow with us, both from our internal team and client perspective. We recognise that culture is an outcome of those that contribute to it and our contributors (our people, professional relationships & our clients) have been key to our longevity.