What does a Everyday LifePlan cost?
There is a once off fee of $1,650 for the preparation of the Everyday LifePlan, incorporating the written Statement of Advice and the Initial and Follow Up Meetings.
Do I need a Everyday LifePlan in order to set up a SMSF?
No, you do not need a Everyday LifePlan to set up an SMSF, although it is highly recommended. If you choose not to undertake a Everyday LifePlan, you still require a Limited Statement Of Advice, which would typically cost $330.
Am I obliged to follow your recommendations?
Not at all, there is no fine print and no catches. The choice whether to proceed with any of the strategies presented is up to you.
Any fees or charges applicable to any strategies that are recommended that you ask us to implement for you, will be clearly disclosed to you in your Statement Of Advice.
Regardless of whether you choose not to implement any of the recommended strategies immediately, or at all, you will have gained complete clarity about your current financial position, your income and expenditure, and indeed your likely financial position in retirement, all documented for you in your Statement Of Advice.
What happens if my circumstances change?
Seeing your Everyday LifePlan on paper doesn’t mean it is set in stone! Typically our clients use their Everyday LifePlan to form the basis of an ongoing planning and review process, to ensure they stay on track to meet, and exceed their life goals.