Fixed fee financial planning

At Metaplanners we believe that our clients should know exactly where they stand in terms of the fees that they pay us to manage their financial planning affairs.

This is why we charge fixed annual fees for portfolio management. Our fees are not percentage based, instead they are dollar based for all ongoing advice, reviews, administration and reporting on investment and superannuation portfolios.

Strategic advice when you need it

Financial planning advice needs to be well researched, responsive to your unique situation, and backed by professional resources and industry experience. At Metaplanners we recognize these essential features: that's why we're different.

Metaplanners – your income for life

 

News: By Scott Murdoch From: The Australian February 09, 2010 10:44AM

Savers guaranteed winners in 'deposit war'

THE axing of the funding guarantee for bank deposits is expected to increase competition, with interest rates on some savings accounts already greater than mortgage rates for the first time in almost two decades.

The bid for greater market share by the major banks has led to interest rates as high as 7 per cent for three-year term deposits and 8 per cent for five-year accounts.

 





Portfolio Management Service

Upcoming Seminars & Workshops

Your Business - Your Life

An exclusive business forum for the small business owner.

February 2010

Invitations are currently being extended by Rajini Wood & further information can be obtained by calling Alana on 8362 4777

Register for a Metaplanners Seminar

Name:

Email Address:

professional invrestment services logo

 

Click here

to view details of

Professional Investment Services Pty Ltd,

an Australian Financial Services  Licence holder

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            

 

 

 

 

 

 

 

 

 

    

                                                                                                                      Privacy              Terms of Use