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At Jamieson Private Wealth, we value your financial journey. Reach out to us today to explore how we can assist you in achieving your financial goals.

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Email

Reach us anytime
info@jamiesonprivatewealth.com.au

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Phone

Call us for assistance
03 90770277

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Office

401/130 Little Collins Street, Melbourne VIC 3001

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FAQs

Find responses to your frequently asked questions about our financial planning services and procedures.

  • Here’s our simple 6-step process to help you reach your financial potential: 

    1. An initial consultation allows us to understand the scope of work required and to determine if we are able to assist you with your personal financial situation. We don’t usually charge a fee for this initial consultation.

    2. Following this meeting, if you wish to proceed we prepare an email confirming the ‘scope of work’, which is sent through for your approval. This email outlines our understanding of your personal financial situation, the types of advice you require and the proposed costs for us to prepare this advice.

    3. Typically we charge between $3,5000 to $5,500 for the preparation of complex recommendations. Our written Statement of Advice (SOA) averages between 30 to 50 pages in length and includes a range of analyses and modelling to produce our SOA. Turnaround times are about 4 weeks depending on our internal workflow demands.

    4. Following the preparation of the SOA, we then arrange to meet with you again to go through the detailed recommendations and obtain further feedback from you.

    5. We then invite you to take away this detailed SOA to review and consider the information and recommendations provided. Any adjustments that might be required following your feedback are then incorporated into the report.

    6. You have the option to implement our recommendations yourself; alternatively, you can engage us on an ongoing basis. The scope of this ongoing engagement is included in our SOA. Typically this ongoing engagement fee is $5,500 - 10,100 p.a.

  • Our initial consultation is designed to assess your financial needs and goals. We typically do not charge for this meeting. It helps us determine how we can best assist you moving forward.

  • After our initial meeting, we will send you an email outlining the scope of work. This document will detail your financial situation and the advice we propose. Your approval is needed to proceed.

  • Our fees for preparing complex recommendations typically range from $3,500 to $5,500. This includes a comprehensive Statement of Advice (SOA) that averages 30 to 50 pages. The SOA contains detailed analyses and modeling tailored to your needs.

  • The turnaround time for your SOA is typically around 4 weeks. This duration may vary based on our internal workflow. We strive to ensure thoroughness and accuracy in our recommendations.

  • The Statement of Advice (SOA) is a detailed document outlining our recommendations for your financial situation. It includes analyses and strategies tailored to your needs. You will have the opportunity to review it before making any decisions.

  • Yes, you can choose to implement our recommendations on your own. Alternatively, we offer ongoing engagement services for continued support. The details of this ongoing support will be included in your SOA.

  • Our ongoing engagement fees typically range from $5,500 to $10,100 per year. This fee covers continued access to our financial planning services. We aim to provide ongoing value as your financial situation evolves.

  • Alex, our expert financial planner, possesses a BBus, MFinPlan, and FChFP.

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