FREQUENTLY ASKED QUESTIONS
Managing your own finances can be overwhelming, especially with the constant need to stay on top of market shifts, tax laws, and investment strategies. At Feel Good Financial Planning, we take the stress out of this process, handling every detail with precision and care, so you don’t have to worry about missing critical pieces of the financial puzzle.
Most of our clients are busy focusing on what matters most to them, trusting us to take care of their financial well-being. With us by your side, you’ll have the freedom to enjoy today, knowing your future is in safe hands.
Not all financial advice is created equally. At Feel Good Financial Planning, we offer a personalised, holistic approach that goes beyond numbers—we care about your financial well-being and the life you want to create. We believe financial planning should help you feel safe, secure, and excited about the future.
Our caring and supportive team is with you every step of the way, offering tailored strategies that align with your goals. With us, you’re not just working towards financial security—you’re building a future you can genuinely feel good about.
At Feel Good Financial Planning, our fees are designed to offer you value and clarity, ensuring you understand the costs involved as we guide you toward your financial goals. Here’s how our fee structure works:
Statement of Advice (SoA) Preparation Fee
- $7,700 (for couples)
- $5,500 (for singles)
- $2,200 (for each additional entity)
This fee is applicable if you’re seeking one-off advice with no ongoing service arrangement. However, if you choose to proceed with our ongoing service, this SoA fee is included in the overall package—providing comprehensive, ongoing support without an additional upfront cost.
Implementation Fee
- $550 per person (rebated for ongoing advice)
Once your personalised plan is prepared, we handle the full implementation of the strategies for ongoing advice clients.
Insurance Commission
- 0% to 66%
Depending on the type of insurance products included in your plan, commissions may apply. Our focus is always on selecting the right coverage that supports your financial security and long-term goals.
Ongoing Adviser Service Fee
- $7,700 (for couples)
- $5,500 (for singles)
- $2,200 (for each additional entity)
If you opt for ongoing financial advice, these fees cover all aspects of our continuous service, including regular reviews, adjustments to your plan, and dedicated support—ensuring your financial strategy evolves with your life.
Ongoing Insurance Commission
- 0% to 35%
For ongoing insurance products, commissions may be received depending on the policy structure and type.
We are committed to full transparency and making sure our fees reflect the high level of care and service you’ll receive. Whether it’s one-off advice or ongoing support, we’re here to help you build a secure, confident financial future.
To deliver tailored advice that fits your needs, we’ll ask you to provide the following:
- Personal details (contact info, marital status, dependents)
- Income and employment information
- A breakdown of expenses
- Details on your assets and liabilities (properties, vehicles, investments)
- Insurance policies
- Superannuation and retirement accounts
- Investment portfolios
- Estate planning documents (wills, trusts, powers of attorney)
- Tax information
- Your financial goals
At Feel Good Financial Planning, we prioritise your privacy. Your information is kept secure and is used solely to provide you with the best possible service. You can trust us to protect your data as we guide you toward your financial aspirations.
We’re excited to help you get started on your financial journey! The first step is to book a free 15-minute consultation with one of our expert advisers. During this call, we’ll take the time to understand your needs and explore how we can best support your goals. It’s a simple, no-obligation conversation designed to give you clarity on the way forward.
Click HERE to book your consultation and take the first step toward feeling confident about your financial future!