Fee

At Sancorp we’re committed to delivering transparent fee for service advice. That means that our clients pay our network specialists for the time and advice they provide. We don’t receive any commissions, which gives our clients the confidence that they are receiving objective advice.  How much does a Financial plan / Property Investment plan cost? Each plan our network of specialists create is based on a deep understanding of your personal circumstances. Your plan will be completely tailored to your personal circumstances, and the cost of your plan will be dependent on factors such as:

TIME

The comprehensive process includes multiple face-to-face meetings, in addition to the time taken by the planner and the support team to research, model and develop your plan. This may also include things like liaising with your accountant or lawyer (or setting you up with one if you don’t have), obtaining your financial records, detailed product comparisons to identify the most suitable products for you or for your investment, financial forecasting and the preparation of the plan.

COMPLEXITY

Some clients have very simple financial affairs, while others may have multiple investment properties, family trusts and other more complex investment requirements. The level of complexity of your circumstances will have an impact on the fee charged per hour required to develop your plan.

Based on the complexity of your plan, our network of specialists’ Investment / Financial planning consultation fee ranging from $250 – $600 per hour. They offer a FREE ONE-HOUR INITIAL MEETING as their way of being confident in their services. We want our clients to experience the difference and feel secure about our specialists’ advices.

Please note a Free One-Hour Initial Meeting does not apply for appointments with Sancorp’s CEO & Director (Suri Angelos N. & Takumi Takahashi). Their fees range from $1,200 – $1,800 per hour based on the complexity of the property development.

Why SANCORP? Choosing a Financial / Property Investment planner is an important decision. At Sancorp we understand that you need to feel confident about the advice you are receiving. Our network of specialists have a commitment to making a meaningful impact in our clients’ lives. It means that they take the time to build a personal relationship with you. They start by getting to know you – your broader career, lifestyle, family and retirement aspirations – so that they can help you to craft your financial and lifestyle objectives. Once they understand your objectives and aspirations they will partner with you through the planning process, using their disciplined systems and rigorous analysis to build a financial / investment strategy that suits your individual needs. The Sancorp’s specialist team is committed to transparency and integrity. Our network of specialists are all fully qualified professionals and they are driven by the belief that honesty and genuine client care underpins everything they say and do. They’re focused on helping you understand your financial direction and achieve your financial goals – above all else.