Our Services

Your first step with Integrity Advice Partners.

We call it guidance, because its purpose is to help you gain clarity and direction. This session is designed to help you understand where you are now, what’s important to you, and what your next steps could look like.

In this meeting, we focus on listening, understanding and mapping the road ahead. It may include general advice only and there is no obligation to proceed beyond this session.

What this session is not

• It is not a commitment to ongoing advice

• It does not automatically involve personalised advice

• It does not require you to implement any recommendations

If personal advice is required, we will discuss this with you clearly and transparently before any further work is undertaken.

A Guidance Session is ideal if you:

• Want clarity before making financial decisions

• Are unsure whether you need formal financial advice

• Are experiencing a change (work, business, family, retirement, inheritance)

• Want to understand your options before committing further

• Value a structured, no‑pressure starting point

Hourly rates of $440 apply for this service.

Holistic Advice takes into account your individual objectives, financial situation and needs. It allows us to move beyond high‑level discussion and provide clear recommendations designed to support your long‑term outcomes.

This advice is documented, transparent, and personalised— so you can make informed decisions with confidence.

Holistic Financial Advice may include one or more of the following:

• Goal‑based financial planning and strategy design

• Cash flow and budgeting strategies

• Superannuation and retirement planning

• Aged Care advice

• Investment strategy and portfolio construction

• Insurance and risk management

• Business and succession considerations

• Estate planning coordination (in conjunction with your legal advisers)

• Strategy reviews following life or financial changes

Your advice scope will always be clearly defined before any work begins.

Our advice fees range from $2,900 to $11,000 and are based upon the complexity of your relevant circumstances and the advice required to address your needs and objectives.

For some clients, ongoing advice and review can provide ongoing value and peace of mind. It’s designed for those who want continuity, accountability and confidence that their strategy continues to reflect what matters most to them.

This service is ideal for clients who value having their financial strategy kept on track and adjusted over time as life changes and having a relationship with a professional adviser that is proactively managing your financial position and looking ahead on your behalf.

Ongoing advice is optional, not assumed. If relevant to you, we will discuss it openly and ensure it aligns with your needs and preferences.

The fees for our ongoing services range from $2,900 to $11,000 per annum depending upon the complexity of your situation and the frequency of reviews.

Transactional services are provided where you need assistance to implement, adjust or complete specific financial actions, without entering into an ongoing advice arrangement.

Transactional services focus on execution, not strategy design. They are practical, targeted, and limited in scope.

Depending on your needs, this may include:

• Implementing agreed investment or superannuation strategies

• Establishing or adjusting accounts, products or structures

• Making changes following life events or decisions

• Assisting with rollovers, contributions or withdrawals

• Coordinating paperwork and provider processes

• Supporting one‑off financial transactions

The scope is clearly defined upfront, so you know exactly what is being done — and why.

Ad-hoc fees are typically levied on an hourly rate of $220 for Administration Staff or $440 where they involve your Financial Adviser.