Fees

Your initial appointment with your financial adviser is free and without obligation. During this session your adviser will find out what your financial objectives are and what type of advice you'll need. You will also get a quote on what the advice will cost, should you decide to proceed with your financial plan.

ESI Financial Services (ESIFS) advisers charge on a fee-for-advice basis; you only pay for the time and complexity of the advice. ESI Super may provide a subsidy (between $300-$800) to eligible members to reduce the cost of the advice where it is related to superannuation and/or retirement planning. Click on the link to see our Financial Services Guide for more details.

Type of fee	How much
A flat dollar fee agreed with you before starting	Based on $220 per hour (including GST)

 

Remunerating our advisers

ESIFS advisers are all employees of ESI Financial Services and as such are paid a salary. They may also receive a performance related bonus, based on a combination of revenue and other non-financial measures that relate to compliance, contribution to the company's objectives and the quality of service. Refer also to the ESIFS Financial Services Guide for more details.

For more information, you can dowload the brochure Money Well Spent, published by the Financial Planning Association.