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.
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Latest News
Reserve Bank: Rates unchanged & Economic growth now on the cards. The decision by the RBA to leave rates unchanged for the second month in succession is reassuring as it underscores the confidence it has in the improving global economic environment. The cash rate remains at 3% and it is the lowest since Feb 1960 when it stood at 2.94%. The end game for this interest rate cycle seems near and CommSec expects a low point for the cash rate at 2.75%.
Metaplanners' Managing Director, Ramana Rao has been named Runner-up 2009 Australian Financial Planner of the Year for Professional Investment Services Pty Ltd at the recent Annual Conference in Kuala Lumpur.
Portfolio Management Service
Upcoming Seminars & Workshops
Most recent:
Friday 22nd May 2009
Breakfast with Australian Olympic rowing gold medallist, Duncan Free
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Professional Investment Services Pty Ltd,
an Australian Financial Services Licence holder