Can I share a secret with you? Most Financial Planning and Advice firms don’t share their fees on their website. We believe this might be because they are nervous that clients won’t see value in the fee, based on the advice they are given. At Profolio we are so confident in the specialised level of advice, service and mentoring we offer our clients, from whichever arm of the business that you receive it that we are happy to share our fees, because our clients absolutely get value from working with us. We aren’t an award winning advice practice for nothing.
We find we can make back the fees from any advice given in the first year through either saved fees or growth in wealth, which otherwise would not of occurred without our specialised services.

Services

Working with Profolio Financial Planning

  • Strategy Session

    Depending what we are giving you advice for, you can pay in two ways. You can either have the fees taken from your super fund if applicable, or you can pay the fees via invoice directly. We are happy to work with you for the best option.$330

  • 4 Part Online Budget Workshop

    Financial Planning is a complex process, depending on what sort of strategy we develop with you depends on the fees. Fees will always be agreed upfront before you need to make a commitment to work with us. Our fee scale ranges from $770 to $4,500 upfront, and our ongoing service packages depend on the services you choose to receive can range from $290pa to $4,400pa. $79

  • Sort Your Super- $2,200 plus $330 per rollover

    Do you find superannuation confusing?
    Do you put off learning about it or looking at it because of the complexity?
    Do you think, I’m not retiring for ages so it doesn’t matter what my superannuation is doing?

    You’re not alone, but it is worth looking at.
    With almost 10% of whatever you earn going to super, its important we are making this money work for you. It could potentially make tens to hundreds of thousands of dollars difference to you by the time you do retire if you don’t sort it out young.
    Having multiple super funds, not being invested correctly, and not having the right fund to match your needs are the top 3 mistakes we see people make that cost them thousands.
    Our ‘Sort your Super’ solution is designed to take the hard work out of superannuation for you. We work with you to educate you on superannuation, what it is, and how we can maximise your super.

    The package includes;
    • An analysis of available superfunds to find a product that best meets your needs
    • Consolidation of all of your superfunds
    • Education on superannuation, investments, and planning towards retirement
    • A comprehensive investment selection process, choosing investments tailored to you and your risk profile
    • A Binding nomination on your superannuation fund to ensure if something is to happen to you, the person you request receives the money you want left to them
    • A strategy session to discuss in detail our recommendations for one hour
    • A presentation meeting where we present your personalised financial plan, complete the required paperwork with you, and ensure you are comfortable and on board with your superannuation goals
    • We will implement the advice for you, you won’t have to worry about any of the paperwork, and more importantly, we’ll make sure its done right.
    • You will receive a tailor made financial plan which is a book that outlines where you are, and where you want to be
  • Investing In The Market

    When you book your first appointment you will be asked basic contact details. Then we will put together a Welcome Pack specifically for you, which includes your meeting date and time, a map to our office or our Skype details, plus a list of what to bring. If you are ever unsure of what to bring you can call our office on (02) 6021 0577. $1,200

  • Protecting You & Your Family- $990

    When you speak to people that own a car or a home and you ask if they have it insured, without a doubt, almost 100% of them will say yes.

    Statistics show there is a 1 in 5 chance that in your lifetime you will suffer a traumatic event, or illness or injury will stop you from working. But for some reason, people don’t ensure their most important asset is insured, themselves.

    What would happen to you or your family if you were sick or injured and unable to work?

    What would happen if you were then never able to work again?

    What would happen to your family if you were to pass away?

    In our protecting you and your family package we ensure if the worst was to happen, you are in the best position possible.

    This package includes;

    • A tailored evaluation of your personal insurance needs
    • Consideration made for you and your family
    • An educational discussion around the different insurance options
    • An analysis of the different insurers to find the most affordable solution that meets your individual needs
    • A strategy meeting to discuss your options (if needed)
    • An implementation meeting where we present your plan and complete the required paperwork with you
    • Complete implementation of your insurance, including all paperwork to ensure it is set up correctly and in place promptly
    • You will receive a tailor made financial plan which is a book that outlines where you are, and where you want to be

  • Services

    Working With Profolio Financial Planning

    • Transition To Retirement

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    • Retire Your Way

      Karma was designed by an award-winning graphic design team. It comes packed with 30 gorgeous color schemes making Karma the perfect WordPress theme for every type of business. Powerful administration options also enable you to build your very own custom color scheme. Oh and you can also choose a color scheme on a per-page basis allowing for a different color scheme on each and every page of your website.

    • Self Managed Super Fund

      Yes indeed. Over 90% of the Karma theme is completely retina-ready right out of the box. The image frame shortcodes are one of the only non-retina items however they still look super-duper gorgeous. Uploading a Retina-ready logo is only a mouse click away. Fire up your retina display and go have a look – you won’t be disappointed.

    • Estate Planning- What you leave behind

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    • Business Package

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    Property Investment

    Profolio’s Property Investment & Research Arm

    • Property Investment Report

      Yes. Your privacy is protected by Charters Privacy Policy, Charter is our licensee. For more information about our privacy policy. Click here.

    • Area Report

      Yes. We’ve invested a nice chunk of money to provide you with the highly popular LayerSlider, Slider Revolution and 3D CU3ER Slider Plugins. Karma is fully optimized, seamlessly integrated and ready to rock-and-roll right out of the box. All plugins are kept entirely up to date so that you can keep your money in your pocket and add amazing functionality to your website.

    • Landlord Insurance

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    • Comprehensive Property Investment Plan

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    Ongoing Packages

    Profolio’s Property Investment & Research Arm


    • Why Have An Ongoing Package?

      After you have worked with us to put a plan in place, you have completed the most important step, because you have taken action. What is that saying? ‘A goal without a plan is just a wish.’ Well now you’ve put in place the plan, our ongoing services allow you to keep on track. Life is inherently uncertain, we don’t know what’s around the corner, and life changes. The plan we put in place one day, might be completely different the next. This could be through changing jobs, growing your family, marriage or divorce. Whatever the catalyst is, nothing stays the same, so our ongoing service packages ensure we can work along side you to reach your goals, keeping you accountable, and maximising our plan to return the best results, so you can meet your ultimate goal of financial freedom faster.

    • Financial Planning

      Yes. We’ve invested a nice chunk of money to provide you with the highly popular LayerSlider, Slider Revolution and 3D CU3ER Slider Plugins. Karma is fully optimized, seamlessly integrated and ready to rock-and-roll right out of the box. All plugins are kept entirely up to date so that you can keep your money in your pocket and add amazing functionality to your website.

    • Property Investment

      You betchya! In many ways you could say that our main product is outstanding theme support. It’s what we work on the hardest. 90% of our staff is in some way dedicated to this process. Purchase this theme with confidence in knowing that you will be fully backed by a dedicated team of amazingly friendly website professionals.

    To note:
    *All fees are inclusive of GST.
    *Depending on the complexity of the implementation and the strategy, there may be an additional implementation fee which will be agreed on before proceeding.
    *Ask us about whether you are able to claim your advice as a tax deduction.
    *You may be able to pay your fees from super.
    *After hours’ appointment fee of $50 applies.