Wholistic Financial Advice

Catherine Smith is an Authorised Representative of HNW Planning (AR No: 225216).

Catherine is not just your average financial planner. Because she is also an Accountant, Finance Broker, Property Advisor and Real Estate Agent she is able to provide advice across a wholistic range of services. Whether it be shares, managed funds, super, property or other investments Catherine can meet your needs.

In addition, we prefer to advise on a fee for service basis rather than commission based, However, the choice is yours if you prefer no upfront fees then we can cater to your needs.

The average cost of a full Statement of Advice SOA is $2,750. This is based on the preferred industry model of fee for service. Under this model you will NOT PAY any UPFRONT or ONGOING TRAIL to your advisor EVER. You know upfront how much the advice will cost you and can rest assured that the advice will be based on the best recommendation for YOU rather than the best recommendation for the advisor pocket.

However, we realise that some clients can not afford the upfront SOA cost so we still offer the traditional FREE SOA and recoup our cost via the old Financial Planning Commission Model.

To arrange a half an hour free consultation to determine if we can meet your needs email planning@wfscanberra.com.au

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