Working with a financial planner

Financial decisions aren't easy. A financial planner can help you make them with confidence.

When you’re making financial choices, there’s a lot to consider and no shortage of options. Many of us end up postponing or avoiding these decisions because we don’t want to make a mistake.

A qualified and experienced financial planner can help you make sense of the possibilities and take control of the decision-making process. Your planner can clarify what it is you want to achieve, and lay out a plan for helping you get there. Financial planners have the training and experience to identify opportunities and risks you may not have considered. They can help you make informed, rather than emotional decisions.

What’s important to you? That’s where we’ll start. And it’s how we’ll track your progress over time.

Financial planning is about a lot more than money. It’s about everything you want to achieve. Superannuation, investments, debt management strategies. They’re a means to an end. We’ll help make sure your decisions about them are aligned to your lifestyle goals.

We also know your priorities can change over time, as can financial legislation and investment markets. We can help re-focus your plan, and track your progress along the way.

The cost of financial advice varies with your individual needs.

Your first financial planning consultation is obligation and cost free. If you decide to take the next step, the fees for initial strategic advice, plan preparation and implementation will depend on:

  • Your individual circumstances
  • Our assessment of the complexity of the advice provided
  • The complexity of your investment and insurance portfolio.

We believe it’s important to always know what you’re paying for. That’s why we operate on an open and transparent ‘fee for advice’ basis and rebate any commissions associated with the investment products we recommend wherever we can. You’ll receive more information about our fee structure during your first appointment.

Before we begin preparing your financial plan, we’ll agree on a cost for the strategy work involved in developing it, as well as the implementation of those strategies. All fees and any commissions that can’t be rebated will also be fully disclosed in your financial plan.

At NAB Financial Planning, we believe it’s essential to be open and transparent with the costs of financial planning. Quality advice isn’t free, but it is affordable. And, of course, you’ll start with a complimentary consultation.

Request a complimentary financial planning consultation

Or call us on 1300 558 863 from 9:00am - 6pm Mon-Fri (AEST/AEDT).

More details about our complimentary consultation

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Mon-Fri 9am - 6pm (AEST/ADST)

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