Generally speaking, Dalton Financial partners does not charge a fee for initial meetings with prospective clients. The objective of our initial discussions and meeting/s is to establish;
That we can actually help you
That we are the right Financial planner for you
After our initial discussions, we may present you with a ‘Terms of Engagement document’. This document will include a summary of your financial goals, our approach to helping you meet these goals, as well as the cost of delivering the advice. To proceed with our services, you will need to accept our proposed terms and pay the initial deposit. If you choose not to proceed at this point, no fees will apply.
Dalton Financial Partners normally charges clients a ‘set fee’ for services provided. This fee is based on factors such as the complexity of your financial situation, the areas of advice needed (expertise’s) as well as the estimated workload (strategy, meetings and implementation).
Comprehensive advice starts from $4,400 including GST for a 12-month service engagement. Fees are normally spread over the 12-months through the combination of an upfront and ongoing monthly payment. Fees related to superannuation advice can be debited from your super account (depending on the provider) and fees for investment advice may be tax deductible. The method and specific amount you will pay for services will be explained in your Terms of Engagement and Statement of Advice documents.
As fiduciaries, we look to present you with fees that we believe are fair and represent value. Our aim is to put you in a better financial position over the long term ‘net of fees’ paid.
Please refer to our Financial Services Guide for more details regarding fees.