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Financial planning

Need some help assessing and structuring your finances? We have good news for you! Our partner, Fiduciary, is here to assist all working Australians access professional, solutions based advice at an affordable price.
Financial planning
<p>Affordable</p>

Affordable

Professional advice at less than 10% of a full financial plan.
<p>Convenient</p>

Convenient

Access to financial planning services at a time that suits you.
<p>Targeted</p>

Targeted

Ability to select a topic that is relevant and important to you.
<p>Compliant</p>

Compliant

Fully compliant advice that meet with the regulators requirements

Partnering with Fiduciary Financial Services, for affordable financial advice.

Innovative, high-quality and customised financial advice is now available. By being able to choose specific topics you need advice on, you can now have the opportunity to obtain solutions to matters which are important to you. We invite you to view the brief client video which explains the service in more detail, and help you start the advice process.

$165 - $297* (incl. GST) per single advice topic

Service costs depend on your specific needs and more complex advice will incur a higher fee.



*Some services listed will be offered later in 2021. Please feel free to contact Fiduciary via our Enquiry Form to register your interest in being advised when a particular service is available.

We offer a range of services to help you achieve your financial goals.

Fiduciary Financial Services (AFSL 247344) have redefined financial advice, providing tools to stay on track with financial and lifestyle goals.

Fiduciary services are:

  • Affordable – low cost, per advice topic
  • Accessible – online, plus you get to talk to an adviser
  • Adaptable – only choose the topic you need advice on

Contact Fiduciary to learn more about their financial planning service - and how they can help you!

Make an enquiry and Fiduciary's financial planner will get in touch with you

Financial Planning Services (Service) is provided by Fiduciary Financial Services Pty Ltd ACN 003 624 888 (Fiduciary) under a separate agreement between you and Fiduciary. H&R Block may receive a commission or referral fee for promoting this service and/or for referring you to Fiduciary.

Financial Planning enquiries

Complete this form below and one of the Fiduciary's financial planners will get touch with you. You can also call us on 13 23 25

*indicates required information. Advice on Centrelink or foreign pensions/investments is not provided. Advice available only to Australian or Permanent Residents.