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, buMore...
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.
ContactVino
Financial Freedomtoday
for an appointment with a qualified financial planner to find
solutions to your financial concerns.