Achieve your Financial Goals

Best Interest Advice has been advising clients for over 20 years on the best products and strategies to provide security for themselves and their families. Get started with a free, no obligation strategy session.

Best Interest Advice - Financial Planning - Sydney

New Clients

What we do

Best Interest Advice hold an Australian Financial Services licence.

An Australian Financial Services (AFS) licensee provides financial services to clients. This includes activities like providing financial advice, dealing in financial products, making markets, operating managed investment schemes, and more.

They are required to comply with various obligations, including conduct and disclosure, and ensure their staff are competent and meet ongoing training.

Best Interest Advice licence enables its advisers to engage with existing and potential clients to:

Other Activities

Our Obligations

Existing Clients

Manage your Financial Affairs

If you are an existing client of Best Interest Advice, you can continue to manage your financial affairs with the support of our dedicated team.

To book a meeting with one of our financial advisers or client services manager, please click the link below.

Best Interest Advice - Financial Planning - Sydney
Best Interest Advice - Financial Planning - Sydney

What does Financial Advice cost

The average fee for financial advice in Australia ranges from $3,300 to $5,800, depending on the type of advice and whether it’s a one-off or ongoing service.

Simple advice might cost around $2,500 upfront and $3,500 ongoing, while comprehensive advice can range from $4,400 upfront to $5,800 ongoing.

Ongoing management fees can also be based on the assets under management, typically ranging from 0.5% to 1% for portfolios above $1 million.

Types of Fees

Factors Affecting Fees

How do you engage with a Best Interest Advice planner

We offer face to face and over the internet meetings with our clients. You have a choice.

Younger financial planners and clients tend to have higher technology self-efficacy – they are more confident in navigating and troubleshooting virtual meeting tools – which correlates strongly with their perception that virtual meetings can be as productive as in-person meetings.

Conversely, older clients, while initially perceived as potentially resistant to technology, have shown increased openness and comfort with platforms like Zoom, partially driven by the pandemic’s necessity for remote communication.

Data indicates that more than half of people aged 60 and above are willing to engage with remote advisors, showing a significant shift in demographic adoption patterns triggered by COVID-19.