Financial advice fees

We’re all different, which means there’s no one size fits all approach to financial advice.

Mine Wealth + Wellbeing Financial Advice offers a range of financial advice options, from free simple super-related advice to full financial plans.

Mine Wealth + Wellbeing Financial Advice doesn’t charge commissions. The financial advisers receive a normal salary that isn’t linked to the advice they give you.

The fees you’ll be charged will be outlined in a Statement of Advice. The cost of financial advice and how you pay for it depends on the type of advice you’re after. Your written consent will be obtained before proceeding.

Type of financial advice
Fee
How you pay for it
Phone advice on a single super strategy* affecting your Mine Wealth + Wellbeing Super account and general advice on super. Free Free
Face-to-face advice on a single super strategy* affecting your  Mine Wealth + Wellbeing Super account and general advice on super. $220 Deducted from your account
Face-to-face advice on complex super issues affecting your  Mine Wealth + Wellbeing Super account. $550 Deducted from your account
Ongoing relationship with a financial adviser advising on single super strategies affecting your  Mine Wealth + Wellbeing Super account. $770
per year
You pay or you can choose to have it deducted from your super account

Ongoing relationship with a financial adviser advising on complex super strategies affecting your Mine Wealth + Wellbeing Super account.

$1,650 per year

You pay or you can choose to have it deducted from your super account

Ongoing relationship with a financial adviser advising on your whole financial situation. $2,750 per year You pay or, for the portion of the advice that is super related, you can choose to have it deducted from your super account.
* These single super strategies include withdrawing your super, contributing to your super, investing your super and insurance.