Start with a conversation
Start with a conversation

Fees & Value
Understanding the cost, and the value, of advice.

We know financial advice is a big step, and for many people, one of the first questions is:
How much does it cost?
Is it worth it?
That’s why we keep our pricing clear, transparent and practical. You’ll always understand the value we’re offering before you make any decisions.
Your first
consultation is free!
Your initial meeting is obligation-free and completely cost-free either over the phone, video or in-person.

It’s a chance to talk through your goals, understand your position, ask questions, and decide whether we’re the right fit for you.
What happens next?
If we believe our advice could add value, we prepare a personalised strategy outlining what we recommend, why it matters, the expected benefits, and any costs involved.

You then decide whether you’d like to proceed.

Flexible payment options

In many cases, advice fees can be paid from superannuation, which provides you with flexibility of choice.

We’ll always explain your options clearly, so you can choose what’s right for you.

No obligation to proceed.

If you decide not to proceed after receiving your personalised strategy, that’s completely fine, there’s no cost for the review or strategy provided.
Do I have to pay anything upfront?
No, your initial consultation is free. If advice is appropriate, we’ll give you a clear quote before you commit to anything.
Will I be locked into an ongoing service?
Not at all. You choose the level of support you want, whether that’s a one-off plan or ongoing guidance.
How do I know
it’s worth it?
We only recommend advice if we believe it can add genuine value. That might be through tax efficiency, better retirement outcomes, improved cashflow, or simply greater peace of mind.

Want to find out if advice could add value for you?

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Primary Wealth Management Pty Ltd (ABN 71 694 757 885) is a Corporate Authorised Representative (Representative No. 001319586) of Guidance Advisers Pty Ltd (ABN 65 653 468 832, AFSL 540341).
Any financial product advice provided on this website is general advice only, meaning it has been prepared without taking into account your personal objectives, financial situation, or needs. Before acting on any advice on this website, you should consider the appropriateness of the advice, having regard to your own objectives, financial situation, and needs. If the advice relates to the acquisition, or possible acquisition, of a particular financial product, you should obtain a copy of, and consider, the Product Disclosure Statement (PDS) for that product before making any decision
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The Phone Number is 1300 430 837.