Plumbline is paid a fixed fee by the people we advise, and by no product provider, ever. That's why we can tell you to keep what you have, pay down the loan, or do nothing at all.
What matters to you, in your words
JMWhat you have, owe and earn, roughly
JMWhat advice would cover, and what it wouldn't
JMThe fixed fee, in writing, before anything starts
JMYour choice: go ahead, think it over, or not
JMAn hour on what matters to you. No forms to fill in first.
One fee for the advice, in writing, before we start.
A plain statement of advice, with the reasons and the alternatives.
You can act on it yourself. We never earn more if you buy something.
Most advice in Australia used to be paid for by the products it recommended. Ours isn't, and the ledger says so every quarter.
Updated each quarter. Sample for this example.
To see whether advice would help you at all.
One question, done properly: super, a loan or retirement timing.
Everything together, with a review in a year.
Sample fees including GST, for this example.
Book a free first meeting by video or at our office. You'll leave with a fixed quote, or a good reason you don't need us.