NGS financial planning - face to face advice
The cost of receiving NGS financial planning advice depends on your personal situation and the complexity of advice you require. If you are a member, you can choose to have fees deducted from your NGS Super account for advice relating to your super.
NGS financial planning costs
If you require advice, we will give you a clear outline of any costs involved so you can decide if a plan is right for you.
|Type of Advice||Cost #|
|Initial consultation about a financial plan||Free|
|Simple investment advice||$165|
|Simple financial plan||$660 – $1,320|
|Standard financial plan||$2,500|
|Complex financial plan||$3,300|
|Assisted implementation fee||$99|
|Review advice service||$990|
|Review meeting/advice *||$330 – $1320|
# On rare occasions, the fee payable for services provided by NGS Financial Planning may be more than that noted. We will advise you whether this is the case on the day so you can decide whether you wish to proceed with this higher level of service.
* Covers the cost of a review meeting of $330 and potential SOA fees that would usually total no more than $1,320 unless there has been a significant change to the member’s circumstance (i.e. not a review of an existing strategy), where our normal initial advice fees would apply.
Free advice over the phone
Our Customer Service Team is staffed by super specialists who can provide financial advice over the phone at no cost on a limited number of issues. They can provide personal planning advice to help you make informed decisions about most aspects of your super.
You can call us on 1300 133 177 between 8am and 8pm (AEST/AEDT), Monday to Friday to use this service.
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