Vino Financial Freedom

....Get there with confidence

What Is Tax Planning
  What is tax planning? “Nothing is certain but death and taxes”, according to the author of Robinson Crusoe, Daniel Defoe.  We all know that death is unavoidable, bu More...
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Suite 430, No 1 Queens Road
MELBOURNE 3004
Victoria  Australia
Tel (03) 9863 7900
Fax (03) 9863 7901
Email Us

How much does it cost?

Fees and Ongoing Service

The first consultation with a qualified financial planner costs $99.00 and this usually takes about 1 hour.  A separate fee will be quoted for the preparation of a strategic financial plan and this could range between $450 and $2,500.    

 

We believe it is very important to establish an ongoing professional relationship and trust with our clients.   This involves regular reviews of:

  • the performance of their investments
  • investment markets generally
  • their changing needs
  • new investment opportunities
  • how the latest tax, superannuation and Centrelink rules may impact on or assist them.

There are a number of options available to clients for ongoing advice and services and in many cases the fee can be tax deductible.

 

Contact Vino Financial Freedomtoday for an appointment with a qualified financial planner to find solutions to your financial concerns.