Our Fees

To avoid surprises our fees are agreed to upfront and calculated based on the expertise required, services provided and complexity of your scope of work.

We believe that a clear agreement as to the scope of the work being undertaken and the costs to be incurred, provides a greater degree of certainty and clarifies the expectations of both parties.

Your financial plan should come with clarity — and so should our fees. That’s why we agree on them upfront. What you pay depends on the services you need, the complexity of your situation, and the expertise required — and you’ll always know exactly what to expect.

By establishing a transparent foundation from the outset, we ensure our clients feel confident and fully informed as we guide them through their financial journey. Our process is designed to align with your unique values and aspirations, paving the path for meaningful progress toward your financial goals.

In this meeting, we will:

  • Determine any burning issues
  • Define what success looks like
  • Uncover the values that drive you in life
  • Set initial financial goals aligned to your values to start living your best life

We charge a flat fee for our discovery sessions of $440.

This covers the cost of researching, preparing and implementing your financial plan (Statement of Advice) and is based on a set dollar amount ranging from $4,400 – $9,900 for couples and $3,300 $7,425 for singles.

This will vary depending upon the scope and complexity of the advice. Should your circumstances be particularly unique or complex, our fees may vary from this range.

The fee for this service varies and is dependent on the level of support you require and the complexity of your personal situation. We are happy to discuss this aspect of our service with you during the advice process.

We have a tiered structure for our fees which are based on funds under our advice. It may be charged as a set dollar amount (starting from $5,500pa) or a percentage of your investments (up to 1.1% subject to a minimum of $5,500).

 

Get in Touch

Discover how Pekada’s financial planning advice and services can help you achieve your wealth creation goals. Our experienced advisers will work with you to provide tailored services and strategies aligned with your financial and lifestyle aspirations.

Schedule a meeting with us or give us a call on 1300 735 232 today to start the process and begin your journey toward a secure and independent financial future.