A Full-Service Financial Planning Practice is still available, even though we aim to minimise your fee structure in the manner described elsewhere within this website.
With a Full-Service Programme, Fees and Charges will apply (if you adopt a full service option) and the method of calculation of these elements are laid out in the Financial Services Guide & Adviser Profile - available on our 'About Us' page.
As a general guide though, if you adopt a full financial planning service, this would likely involve:
Preparation & Implementation of Statement of Advice (including any variations to same requested by you)
Regular Reviews of your Goals/Preferred Outcomes, Assets/Liabilities, Income/Expenses, to ensure that your situation remains aligned with your stated ambitions.
The Frequency of Regular Reviews will be determined by you in line with discussions regarding the implementation of your agreed plan.
Costs associated with implementation of advice and of regular reviews will relate directly firstly to the number of elements (loans, underlying investments/accounts) rather than necessarily being related only to the size of your account balance and will also be considered in light of the number of reviews per year you request.
Australian Citizens/Residents Only
Money Mapping is a financial advisory firm located on the Central Coast of NSW, Australia. The owner of the business, Bret Harding, is an Authorised Representative (No. 273932) of Wealthsure Pty Limited.
ABN 93 097 405 108 AFSL 238030. Copyright information: (c) 2001-2010 Bret Harding All Rights Reserved.
The information contained within the website is of a general nature only.
Whilst every care has been taken to ensure the accuracy of the material, WealthSure Pty Ltd and its authorised representative/s will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein.
Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.
