One-off Comprehensive Financial Review Consultation (Option 1)

At WC, we understand the importance of comprehensive financial planning, and we provide an option, for wealthier clients, who do not require an ongoing relationship with an advisor. That's why we offer our comprehensive financial advice bundle, which costs $5,500 plus 0.4% of investable assets including GST.

For those of you who want a more affordable, tailored, ongoing relationship please see our option 2, which starts at $1,500 p.a. paid for from your Super.

Our Comprehensive Review bundle provides you with a full review of your finances, and includes the following features:

• Advice fee of $5,500 +0.4% of invested assets (Super + Stocks)
• $1,000 paid up front via Credit Card. This is refundable after fees charged from Super
• In advance we send you a fact find, an agreement and request some further information to research your financial situation in advance.
• 2 hour introduction and strategy meeting with Wence and Scott
• Wence and Scott prepare a strategy including:
• Risk appropriate, low fee Super investment strategy
• Recommendations regarding structures for tax minimisation, wealth creation and asset protection (such as SMSFs, discretionary trusts etc.)
• Comprehensive insurance recommendations including Life, TPD, Income Protection and Trauma cover as well as insurance for businesses such as Key Person, Buy-Sell agreements and succession planning. We typically get a fully disclosed quote for our core recommendation that has been assessed so exclusions and loadings have been applied, plus we provide a lower cost comparison as a guide that we would be happy to implement.
• Tax minimisation and property investment recommendations, based upon your financial situation with estimates regarding impacts to your after-tax income.
• Can work with a mortgage broker to provide a full investment property strategy
• Additional services may be added in, if required such as we can engage a lawyer to draft a Will and an Enduring Power of Attorney (these fees can typically be paid for from your super if necessary).

Our experienced financial planners will conduct a thorough analysis of your income, expenses, assets, liabilities, and investments to help you make informed decisions about your financial future. We will evaluate your financial goals and risk tolerance to determine whether your investment portfolio is aligned with your objectives. We will also assess your insurance coverage to ensure that you have adequate protection for yourself and your family.

At WC, we strive to provide our clients with professional and easy-to-understand financial advice that is tailored to their individual needs. Our comprehensive financial advice bundle offers an effective way for you to get you on track to achieving your financial goals.

Our team is dedicated to helping you achieve your financial objectives and providing you with the support you need to make informed decisions about your finances.