Pricing

Pricing is specific to the situation and the amount of work required to achieve the desired result. Here’s what you can expect:

  • A free initial consultation to get to know each other and learn the outcomes you wish to achieve
  • A fixed quote for the initial job to reach those outcomes
  • Additional appointments for discussion, planning and execution
  • Between 10 hours and 25 hours of analysis and preparation from a degree-qualified expert
  • An assessment covering 13 areas of finance
  • Regular communication to confirm actions and progress
  • Options to subscribe to our ongoing services

You can expect our initial discussions to spend more time talking about you, and less time talking about detailed financial information. But if you have specific questions or circumstances, then we are ready answer your questions on how we achieve any of the below outcomes:

  • Save time
  • simplify your finances,
  • increase your confidence and eliminate worries
  • professional management of your investments, super and cash flow
  • professional management of your Centrelink/DVA reporting
  • Plan ahead for potential future events
  • Access to our Action Plans when a life event occurs
  • Assistance with the Aged Care system, including Home Care and Residential Aged Care
  • Assistance to your family in managing life-changing circumstances
  • Have properly organised affairs, to reduce stresses and delays to your beneficiaries

Our areas of knowledge include the below topics:

  • Budgeting & Cash Flow
  • Investments including shares and managed funds
  • Real Estate investments
  • Superannuation including Self-Managed Superannuation
  • Pensions and Annuities
  • Centrelink and DVA
  • Estate planning and inheritance planning
  • Aged Care including residential and home care
  • Life insurance and Disability insurance
  • Concessions on sale of a business (Small Business Retirement Exemptions)

7 reasons to love Coppenhagen Advice

Request a Free Initial Appointment Today!

 

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