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Our fees

Fee for Advice

First Principles Financial Planning follow a completely transparent fee-for-advice model, so when you engage us, we’ll explain upfront exactly what services we’ll provide and what they will cost, acting only when we have your written approval.

Our clients trust us, as they always understand what they are paying for and they have control over what we do for them from a cost perspective. This means our clients are always in the best place for their financial affairs.

All fees and commissions are inclusive of GST. We have detailed the full range of fees in our Financial Services Guide. Note that only fees applicable for the advice and services you choose will apply.

 

Fee for Service

If it is appropriate for your situation, we may  enter into a Fixed Term Services Agreement, which permits you to access our team when required over the year and entitles you to have us maintain the other records and communicate information and reports to you as necessary.

Our Fixed Term Services Agreement are for a maximum of 12 months, after which you may choose to reengage us for a further 12 months

 

What is appropriate for me?

At all stages of the advice process, we will look to ensure you are fully informed about any fees we may charge and obtain your approval before charging. We will always ensure that the Advice or Services that we offer you are appropriate for your situation.

Where other Financial Advice practices may charge a fee based on how much you have invested and paid from your investments, all fees are flat-dollar invoiced to you directly, so you know exactly how much you will be paying before agreeing to the arrangement.

We have prepared a short flier to explain the differences between our Advice and Services fees, and provide examples of the different offering. To view this flyer, please click here.

All of our fees, and how we may charge them are detailed in the Representative Profile of our Financial Service Guide.

Contact Our Office

Level 9, BDO Centre
420 King William Street
ADELAIDE SA 5000

(08) 8456 9020


Click here for a map of parking and transport options around our office.

About Us

Financial advice specialists Success brings new opportunities, but it also creates new challenges. As your financial situation becomes more complex, you need sophisticated strategies to make the most … Read More

Our services

Aged care planning SMSF’s and retirement planning Cashflow management Portfolio structuring and tax management Estate … Read More

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First Principles Financial Planning are authorised Representatives of Godfrey Pembroke Group Pty Ltd (Godfrey Pembroke), ABN 38 078 629 973, Australian Financial Services Licensee 245451.

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