Fee For Service

Fee For Service

Our Fee For Service package allows you the flexibility to reach out to us when needed, paying a one off fee when you do.

Cost

$440 per hour.

What you'll get

A Fee for Service appointment includes:

Admin preparation prior to the appointment to ensure a personalised view of your finances.
Adviser preparation, including research, calculations, and strategic planning.
An hour with your adviser to discuss your concerns, answer questions, and understand your financial situation.
Paperwork processing for maintaining or altering some aspects of your accounts.
A post appointment summary.
Viewing access on your super, insurance, and investment accounts so we can stay informed on your situation.

Why choose fee for service?

Our Fee For Service package allows you unrivalled flexibility while still enabling you to form long lasting connections to your adviser. We offer:

Flexibility. As a Fee For Service client there is no obligation to pay ongoing fees. We keep your information on file and can see you on an ad hoc basis whenever you need a review of your financial situation.
Ease of access. We keep your records updated and can retain access to your super, insurance, or investment to seamlessly provide advice when you need it the most.
Consistency. You'll have access to the same adviser, even if it's been years since your last appointment. We know your situation and can assist you with your goals no matter your stage of life.

Information provided on this website is general in nature and does not constitute financial advice. Evergreen Financial Advisers Townsville will endeavour to update the website as needed. However, information can change without notice and Evergreen Financial Advisers Townsville does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time. Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs. Evergreen Financial Advisers Townsville does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, Evergreen Financial Advisers, its employees do not accept any liability for any error or omission on this web site or for any resulting loss or damage suffered by the recipient or any other person. Unless otherwise specified, copyright of information provided on this website is owned by Evergreen Financial Advisers. You may not alter or modify this information in any way, including the removal of this copyright notice. We will need to find out your individual objectives, financial situation and needs before we recommend any financial product to you. You have the right not to divulge this information to us, if you do not wish to do so. In that case, we are required to warn you about the possible consequences of us not having your full personal information. You should read the warnings carefully. We keep a record of the personal information, which may include details of your investment objectives, financial situation and particular needs, you provide to us. On your request, we can provide you with a copy of your personal information and advice documents, which we keep on record for no less than 7 years. Please note that a fee for this service may apply.