It is undeniable that Australians are working longer hours and have less time at home with their families. That is why we offer a Free Home Consultation service, so that you can meet a member of our financial advisory team at your convenience, at your home, at your availability and at no charge. We can also meet you at our Sydney head office if you prefer.
At the initial meeting, our financial planner will provide you with a Financial Services Guide, which will set out, in writing, up-front, amongst other things, the fixed fees and any commissions that receive, for our financial planning services.
After your financial planner has obtained an understanding of your circumstances and the amount of work that would be involved in preparing a Statement of Advice for you, your financial planner will provide you with a letter of engagement, which is effectively a quote, that will set out the precise fixed fees that we intend to charge for the preparation of your financial plan. Our fixed fees for the preparation of a Statement of Advice will be between $220 and $3300, depending on the complexity of your circumstances and the amount of work involved.
Our Financial Advisors are prepared to travel to all suburbs in the Sydney metropolitan area outside of normal business hours. Ensuring that you meet face to face with one of our Financial Advisors is the first step to building a long term and workable relationship.
To arrange a free home loan consultation, contact our office on our main line (02) 9233 4048.
Related Professional Offers
Related Practice Areas
- Holistic Financial Planning
- Investment Planning
- Retirement Planning
- Risk Management & Insurance
- Superannuation Planning
Navado Financial Advisors Pty Ltd is a Corporate Authorised Representative of Lifespan Financial Planning. A.B.N. 23 065 921 735. AFSL 229892. This webpage (and any material or wording appearing on this webpage) is provided for information only and constitutes general financial product advice. It does not take into account your objectives, financial situation or needs and you should therefore consider the appropriateness of the advice, in light of your own objectives, financial situation or needs before acting on this webpage. When making decisions about any financial products you should obtain a copy of and consider the Product Disclosure Statement for that product before making any decision. Navado accepts no responsibility to any person who relies on the information provided on this website. We further refer you to our Disclaimer.