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Our Fees
Financial planning
McKinnon Financial Planning tailors financial plans to suit the individual situations of our clients and we charge a set fee (plus GST) for spending the time to develop strategies that suit your situation. The costs associated with producing a financial plan may be tax deductible (depending upon your circumstances) which will reduce the cost to you significantly.
We have three cost levels of financial plans:
| FINANCIAL PLAN TYPE | SERVICES INCLUDED | COST |
Total financial planning service 'Total Service Client' |
| $4,750.00 and $275.00 per month |
| Starter Financial Plan |
| $3,750.00 |
| Comprehensive Financial Plan |
| $5,450.00 |
| Personal Risk Management Plan |
| $2,500.00 [TSC $1,250.00] |
| Financial Planning Advice |
| $275.00 per hour [TSC $175.00 per hour] |
Bookkeeping & Financial Controlling
| SERVICE | COST (exc. GST) |
| General Bookkeeping | $75.00 per hour |
| BAS Lodgement | $95.00 |
| Superannuation Lodgement | $95.00 |
Insurance, mortgages, and superannuation
For most insurance products, mortgage and finance products, investments, and superannuation investment products, we may receive a commission. These commissions vary, depending on the company, the product, and other factors.
The range of commissions are detailed in the McKinnon Financial Planning's Financial Services Guide ('FSG') and McKinnon Financial Services' Financial Services and Credit Guide (FSCG) for mortgages.
Each situation is different. If we prepare a comprehensive financial plan for you and provide total service, we will not charge any commissions on investments.
The actual commissions for each product we recommend will be clearly itemised in your Statement of Advice in your financial plan.
