Advice fees and costs

The exact cost of advice will depend on the complexity of your financial situation and financial plan. There are various ways to structure fees, usually starting with an initial fee to cover identifying your needs, developing a strategy and implementing the recommendations.

Our Financial Planners will always explain fees and charges in a clear and transparent way to make sure you understand and approve the fees before you go ahead.

Limited super advice is usually provided at no extra cost

Limited super advice typically involves simple questions relating to your super account or your investments with Catholic Super. As a result, limited super advice is usually provided at no extra cost – it’s all part of your membership with Catholic Super.

In those few cases where a fee may apply, we’ll let you know in advance, and there’s no obligation for you to proceed if you choose not to go ahead at this stage. 

The cost of comprehensive financial advice

Comprehensive advice is a premium advice offering, with detailed and often complex advice personalised to you and your situation. As such, the costs associated with comprehensive advice can vary widely from person to person, depending on the complexity of your situation and the advice you require.

Your initial consultation with us is provided at no cost. During this consultation, we’ll make a preliminary assessment of your needs and determine the extent of the advice that will be appropriate for your situation. We’ll then clearly explain the fees and costs that will apply should you decide to go ahead with receiving financial advice, as well as the payment methods you can use.

Note that you’re under no obligation to go ahead at this stage, so it’s up to you as to whether you’d like to proceed with receiving advice.