Our Financial Planning Fees
Find out how we structure our fees & book your consultation for more information
At Your Vision Financial Solutions, we believe in providing clear and transparent fees for our comprehensive financial planning services.
We understand that each client's financial situation is unique, and therefore, our fees are tailored to reflect the specific services you require.
To get an accurate understanding of your financial needs and to see if we are a good fit for you, we encourage you to book a meeting with us.
Understanding our Fee Structure
Discovery
Duration: 30 minutes
Cost: No charge
Our initial discovery meeting is complimentary and is designed to understand your financial situation, goals, and needs. This meeting allows us to determine if we are the right fit for you and answer any questions you may have.
Your Vision
Duration: 2-3 hours
Cost: From $990
In this meeting, we delve deeper into your current financial position and your goals. We will educate you on strategies that may be of benefit to you to start determining the potential scope of advice so we can prepare an estimate of cost for you to engage us.
Engagement Proposal
We will prepare a proposal with a range of fees for the advice based on your current situation, complexity of advice and areas we will be providing advice on.
Duration: 1 hour
Cost: Nil
Strategy
During the strategy meeting, we will present the outcome of all the research we conducted including looking at your numbers and projections prepared to help you unleash your true potential.
Duration: 2-3 hours
Cost: From $3,300
Advice
We will prepare our formal recommendations and all the paperwork required to implement our recommendations.
Duration: 2 hours
Cost: From $2,200
Progress Meeting
Our ongoing service includes a range of comprehensive support to ensure that your financial plan remains on track and adapts to any changes in your life or financial situation.
Cost: From $400 per month
What are you waiting for?
Schedule your no obligation Discovery Meeting with our expert financial advisors in Brisbane Northside now (or online from wherever you are in Australia). We look forward to helping you plan, dream, & live your best life with confidence and ease with our holistic financial planning services.
Our Ongoing Service Program
Our ongoing service program is designed to help you stay on track. The services we provide will include some or all of the below:
Regular Reviews and Updates: We conduct regular reviews of your financial plan to ensure it continues to meet your goals and objectives. This includes assessing your investment performance, adjusting strategies as needed, and keeping you informed of any changes in the financial landscape.
Strategy Adjustments: As your life evolves, so too should your financial strategy. We adjust your financial plan to account for major life events such as career changes, family additions, or shifts in market conditions, ensuring your plan remains relevant and effective.
Investment Management: We provide continuous management of your investment portfolio, making adjustments to asset allocation and investment choices to align with your risk tolerance and financial goals. Our aim is to maximise returns while managing risk appropriately.
Tax Effective Strategies: We offer strategies to help manage your tax effectively, ensuring that you keep more of your hard-earned money.
Estate Planning Support: We assist in planning for the transfer of your assets to the next generation, ensuring that your estate plan is up-to-date and aligned with your wishes. This may include referring you to a Solicitor or helping facilitate the estate planning process in conjunction with your Solicitor.
Retirement Planning: We continually refine your retirement plan to ensure you are on track to achieve a comfortable and secure retirement. This includes monitoring your retirement savings, adjusting contributions, and projecting future income needs.
Risk Management: We regularly review your personal insurance coverage to ensure that you and your family are adequately protected against unforeseen events. This includes life, total & permanent disability, trauma and income protection.
Cashflow and Budget Management: We help you maintain a healthy cashflow and budget, providing tools and advice to manage your expenses and savings effectively.
Access to Expert Advice: You have ongoing access to our team of financial experts for any questions or concerns that may arise. We are here to provide guidance and support whenever you need it.
Questions before getting started? Get in touch.
How to choose a financial planner that is right for you?
Welcome! In this video, Patricia shares valuable insights on choosing the right financial planner for your needs. From seeking recommendations to verifying credentials, she guides you through the essential steps. Watch now to ensure you're making informed decisions about your financial future!
Meet Ken & Dessie
"Our financial landscape has undoubtedly improved under her stewardship—something we couldn't have achieved on our own."
Many years ago in 2001, thanks to a nudge from our daughter-in-law, we first connected with WB Financial (now Your Vision Financial Solutions). Our initial impression of the team and our original adviser, Graham, was overwhelmingly positive. At that stage in our lives, we were looking ahead to retirement and facing the prospect of redundancy, so we wanted expert advice on what to do and how to set-up ourselves for the future.
We subsequently met Patricia in 2010 when she joined the team, and she became our financial adviser a few years later. Patricia has always had a knack for breaking down complex financial concepts, which made it clear to us we were in capable hands.