Make an appointment with Court Financial Services today by calling 03 9429 9775. Over the phone we will discuss the information you need to bring to your first meeting and questions for you to consider.
How much does a financial plan cost?
The cost of the CFS Financial planning service varies for each client according to the complexity of their situation.
Once we have an understanding of your needs, we are able to calculate the amount of work required and calculate the fee that is appropriate for this work. We discuss this with you and seek your approval before we commence work.
Ongoing management.
When Court Financial Services is elected to manage your investments on an ongoing basis, we will provide a quote for this work and seek your approval before work commences.
Court Financial Services Pty. Ltd. ABN 98 102 474 957 is an Authorised Representative (no. 288103) of AMP Financial Planning Ltd, AFS License 232706.
