Our licence and fees

We operate, like most accountants and solicitors, on a fee for service model.
This means you achieve total transparency and value for money. We aim to establish a successful, trusted, long term, professional relationship with you.

The fee we charge for our service is determined by the complexity of your situation.

Importantly, we only provide advice if we can add real value

Our ongoing professional relationship with you is crucial. Financial markets, investment research and legislation governing your investments constantly change.
In order to keep you abreast of these changes, and to update your strategy, our relationship fee is important but will be tailored to your needs. This too is dependent on the level of complexity and service required.

We only receive third party payments in relation to life insurance products. This will always be disclosed to you in writing before you decide to purchase such a product.

Ben Graham is a representative and Director of Owen Hodge Financial Planning Pty Ltd (ABN: 25 166 817 380) which holds an Australian Financial Services Licence #412370.