Wagga Wealth Services & Costs
Our approach to financial planning is what sets us apart. We prioritise delivering maximum value to our members at a fair and transparent price. Explore our costs and services below.
What to expect as a Wagga Wealth member...
- Work one-on-one with a qualified adviser to implement a personalised financial strategy.
- Priority access to your personal adviser, ensuring timely and personalised attention to your financial journey
- Annual comprehensive financial review
- 6 monthly catch up to track your progress and make any necessary adjustments
- Implementation and ongoing management of all aspects of your financial world, including:
- Cashflow and Savings strategies
- Investment Strategies
- Superannuation Strategies
- Personal Insurance Strategies
- And more…
- Complimentary access to all Wagga Wealth events
Simplicity and Transparency are important to us.
We offer one advice package, however all our advice is tailored to your specific needs. Here are just some of the things we help our clients to achieve :
- Creating a Passive Income
- Managing Investments
- Planning for Mini-Retirements (Extended Time Off Work)
- Retirement Planning
- Extended Travel
- Investing for Children
Our Fees:
We offer simple, transparent pricing designed to give you long-term value:
Financial Advice Fee: $250 per month (GST inclusive)
We’re here to make sure you never have to figure it all out alone. With ongoing advice, you’ll have confidence that your finances are being managed with care and expertise. We’ll be by your side, keeping you on track and helping you make the most of every opportunity.
One-Off Onboarding Fee: $3,500 (GST inclusive)
This is a one-time fee that covers the work involved in creating your tailored financial strategy. We take the time to understand your financial position, goals, and priorities, then build a clear, actionable plan designed to set you up for success.
Sign me up! Our first meeting is completely free.
You’ll be able to decide if we’re the best fit for you, and if you’d like to work with us in the future.
Frequently Asked Questions
Can I pay for advice via superannuation?
Typically, a portion of your fee can be paid via superannuation. This will depend on your super fund and the scope of our advice to you.
Are your advice costs tax-deductible?
Yes! Ongoing advice fees are usually tax deductible. We recommend speaking to your tax agent to determine if this applies to your specific circumstances.
Please note our one-off onboarding fee is not tax-deductible.
I’m not based in Wagga Wagga, can I work with you?
Of course! We service clients all across Australia.