Generational Financial Advice Pty Ltd strongly believes in the fee for service model and offers this to all clients.

Initial appointment  Free of charge
Preparation of Statement of Advice Standard: $3300 to $6050 (inc GST)
  Complex : upwards of $6050 (inc GST)

This fee will be quoted at the end of the first appointment once the nature of required work is known. Clients are under no obligation to proceed and are free to make a decision on whether to have a Statement of Advice prepared.

Our Statement of Advice carries a "Money Back Guarantee"

On receipt of the Statement of Advice, if our clients do not believe that it adds more value than it costs and they do not wish to proceed with our recommendations, they are free to pay nothing and return the Statement of Advice.

 

Ongoing Advice  
Standard: $3,850 to $12,600 (inc GST)
Complex $12,600 to $24,000 (inc GST)
Family Office $24,000 (inc GST) +

Our "Ongoing Advice" clients engage us on an annual basis and pay a fee for our services. They are entitled to a rebate of initial and ongoing commissions for any investments managed by Generational Financial Advice Pty Ltd.


 

  

 

 

Tel:  61 7 3221 3358

Email: info@genfinadvice.com.au

>> Disclaimer

 Fax: 61 7 3221 0167 Level 9, 316 Adelaide St, Brisbane Q 4000 Australia
GPO Box 704, Brisbane, Q 4001 Australia
 
 

Ross McConachie is an Authorised Representative (Number 253230) of Tupicoffs Pty Ltd.
All advice is provided by Tupicoffs Pty Ltd ( ABN 33119431168 ), principal address,
Level 3 133 Mary Street. Brisbane, Queensland, 4000
Tupicoffs Pty Ltd is an Australian Financial Services Licensee, Licence Number 302670, and an Australian Credit Licensee, Licence Number 302670.
 
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