Financial Planning Fees

Your decision making partner across tax, accounting, estate planning and financial planning

Our tax effective fee structure is based on the scope of each service and the complexity of your circumstances.

Financial planning isn’t a one-size-fits-all area but to make planning and decision making easier, we have prepared fee estimates for each of our three main services, based on the basic level of complexity.

  • REAL LIFE ESTATE PLAN from $3,300 inc GST
  • REAL LIFE FINANCIAL PLAN from $4,400 inc GST
  • REAL LIFE RETIREMENT COACHING from $3,300 inc GST for a 4 week program

Most clients start with an estate plan then move on to a financial plan so if you plan on doing this, let us know at the start so that we can offer you our service bundle discount.

Financial Planning Fees Perth
Geoff Ivanac CA, FChFP, TPC is an Authorised Representative (309751) and an employee and director of Everblue Consulting Pty Ltd trading as Real Life Financial Planning (ABN 34 162 924 512), which is a Corporate Authorised Representative (234459), of Australian Unity Personal Financial Services Limited (AFSL 234459).

General Advice Warning: Any advice on this site is general advice only and does not take into account the objectives, financial situation or needs of any particular person. It does not represent legal, tax, or personal advice and should not be relied on as such. You should obtain financial advice relevant to your circumstances before making any decisions.