Financial Planning Fees, page-23

  1. 209 Posts.
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    Some interesting posts and I thankyou all for replying ........ I think!
    The planner divides the total of money into two pools. One aimed at 4 - 6% return net of costs to begin using in 3 to 5 years, and the remainder looking at higher returns for use in 20 years plus.
    The total sum I have is probably closer to 1.5m.
    The core aim is preservation of funds. This is what I get for 16k each year as well as the costs for running the SMSF.
    Reasonable??????
 
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