PLEASE NOTE: this service has a waiting list. Fairhaven Wealth is not taking on new clients for this service until July 2021 at the earliest. Feel free to contact us to register your interest in the meantime.
Fairhaven Wealth offers fixed fee, transparent pricing.
$6,000
including GST. This is a one-off price to prepare a financial plan tailored to your personal circumstances.
We'll speak with you in depth to get a good understanding of your circumstances, needs, and objectives. We then prepare a plan that is in line with your values and priorities in life. This plan is documented in tailored, plain English report which sets out our recommendations for achieving your financial and lifestyle goals and managing your risks.
We also provide an ongoing review service. For this service, we currently charge $500 including GST or $1,000 including GST depending on the scope of the review. This review service is only available to clients who have had a financial plan prepared or reviewed by Fairhaven Wealth in the past 24 months. We don't lock you in: you choose whether, and how often, you want to review your plan. For more information about our review service and fees, click here.
Our process
We have an initial conversation to determine whether we can help you and whether there's a "fit". This conversation is free and we try to make it as valuable as possible, even if you don't go any further.
We have a more detailed meeting. This meeting usually lasts for three hours or longer. We talk about the financial "nuts and bolts", but we spend most of the time finding out about your broader circumstances and your values and priorities.
Based on our conversations, and any further information you've provided, we prepare a tailored, plain English report. This report sets out your situation, our advice, and the reasons and risks associated with our advice.
After you've read and digested the report, we meet again. This meeting (or set of meetings) can go from 30 minutes to two hours or more. This gives you an opportunity to ensure we've understood your situation, and to ask us to clarify or expand on our advice to you. It also gives you a chance to challenge the advice before we finalise it.
We update our report to reflect our additional discussions. From there, you decide what to do. You stay in control of your financial destiny! You can engage us again in the future at your discretion. We don't lock you in to an ongoing service arrangement.