Why Choose GPA Financial Planning:
- Relationship Based on Mutual Trust and Respect
- We Focus on Strategies Rather than Selling you a Product
- No Commission, Kickbacks or Hidden Fee's
- Not Owned by a Large Bank or Financial Institution
- Extreme value for money
- Focused on achieving your financial goals
We help with everything financial, including:
- Investments (property, shares, fixed interest)
- Cash Flow Management
- Estate Planning
- Tax Management
- Debt Reduction Strategies
- Salary Packaging
What Does Working With GPA Financial Planning Cost?
GPA Financial Planning works on a fee for service basis rather than for commission. We believe that you should be charged based on the service provided, rather than a percentage of your wealth. By charging you directly rather than making money from commissions and kick backs, you can be assured that our attention is focused on providing quality advice that is in your best interest.
GPA Financial Planning works with households and individuals for one off advice at a one off cost, or for an ongoing advice relationship for a monthly fixed fee. Because everyone's service needs are different, and fees vary based on that, it is not possible to provide a menu of services and costs.
That being said, we will only offer our services if we are confident, and can demonstrate, that the benefits of the strategy and service significantly outweigh the cost of advice.
For example, if we offer you a service that costs $6,500 a year for running and monitoring a complex strategy, we might be looking to improve your situation by an average of $50,000 a year.
Also, because GPA Financial Planning is fee for service, we can negotiate discounts with product providers (in lieu of commissions) that can add up to thousands, sometimes more than covering our fee.
How Do I Engage With GPA Financial Planning?
($55 to $850)
GPA Financial Planning offers one off, fee for service advice regarding salary packaging ($55), Insurance ($850) and superannuation Investments ($550). The real value of advice however, is a relationship and support that allows you to make better financial decisions throughout your life.
Initial Coffee Meeting
This informal chat is a chance to get to know each other. What is important to you? What are you passionate about? What are your challenges? What do you wish you could do more of? Where do you want to be financially in 10 or 20 years time? Everyone has different goals, aspirations and values, and we will take the time to understand them.
Everyone has things they could be doing to improve their situation. In this meeting we put some options on the table. These options vary based on your goals, values and financial position. Some options you can look at implementing without advice, while for others you might require us to go away and do some more extensive modelling and number crunching to make the option work.
(Starting at $590)
If the financial option or strategy requires modelling and advice, then we will charge a fixed fee, quoted upfront for this work. We will then present this advice detailing how this advice will improve your financial situation and the outcomes in relation to your goals. If it does not improve your situation then we will refund the fee.
(Starting at $1,000)
If you are satisfied that the strategy presented represents significant value, then you can commission us to set up the strategy and work with you towards achieving your goals. The fee for doing this will depend on the complexity, and again be fixed and quoted upfront.
Ongoing Support and Reviews
(Starting at $2,000 p.a.)
Once the plan is implemented it is vital to make sure it is adjusted as your situation and goals change. GPA Financial Planning offers various support packages which can include monthly reporting on cash flow, periodic reviews, ongoing telephone support, proactive monitoring of risks to the plan along with 13 other services.
All fees quoted are exclusive of GST
Set your Goals
Start your journey by establishing what makes you happy. What things do you really want to achieve in life? Think big. Planning is not just about retirement. It is about travel, renovations, providing for your children's education and enjoying life.
Create a Plan
Sit down with an adviser who is in your corner. GPA Financial Planning is fee for service and independent of large financial institutions. The creation of a plan will be focused on achieving your goals and will integrate various strategies to improve your situation over time.
Achieve your Dreams
Achieving financial freedom will not happen overnight, but GPA Financial Planning will be there every step of the way. We will partner with you to find the balance between today and tomorrow. We will track your progress and make sure you are in control of your future.
Upper Mount Gravatt
Monday to Friday 9am to 8pm
Saturday and Sunday 11am to 5pm
Saturday, Sunday and evening appointments
available in the CBD office only