We use a three step planning process:
- Discuss your financial situation with you and advise you on a way forward.
- Implement your financial plan with you.
- Keep you updated on financial matters impacting you and your plan.
Fees and Charges
A flat hourly fee is charged for financial planning services. The amount is fixed upfront before work is commenced. For personal insurances, a commission is normally received from the insurance company. Please email us at [email protected] for further details.
We also provide Strategy Sessions to cover your ongoing financial planning needs. If Hub Private Planning is appointed as your adviser for superannuation and insurance, we will discount our hourly fee by half.
If you appoint Hub Private Planning as an adviser, we will receive an ongoing fee from your superannuation and investments (of up to 0.6% per year). In return, we will provide you with financial updates relating to investment markets and ongoing general advice over the phone.
If you prefer to pay flat dollar fees, please contact us for advice on an as needs basis.
Hub Private Planning Pty Ltd is privately owned and managed by Lloyd Chin.
Lloyd is a Financial Planning Specialist and a Sub Authorised Representative of Hub Private Planning Pty Ltd (ABN 91 116 545 889, ARN 342676) (“Hub”), a Corporate Authorised Representative of Pure Strategy Pty Ltd (ABN 50 128 970 258, AFSL No 403524).
Hub Private Planning Pty Ltd is not affiliated to any banks or financial institutions. Our recommendations are in compliance with the requirement to act in the client's best interests.
Financial Services Guide
The financial services guide is located here. This document contains required regulatory disclosures.