Service Pricing
Effective Date: 2024-05-01At FFB Investments we offer a range of investment advisory services designed to help you achieve your financial goals with transparent, competitive pricing. Each service is tailored to your unique situation — contact us for a personalised quote.
// Service Packages
Service 01
Initial Consultation
$200
One-time fee
- Financial situation assessment
- Investment objective review
- Risk tolerance analysis
- Personalised recommendations
Service 02
Investment Management
5%
Of assets under management
- Portfolio construction
- Strategic asset allocation
- Ongoing performance monitoring
- Periodic rebalancing
Service 03
Financial Planning
Custom
Based on complexity
- Retirement planning
- Education savings strategy
- Tax planning
- Estate planning
Service 04
Retirement Planning
$1,500
Flat rate
- Retirement income analysis
- Savings strategy evaluation
- Personalised retirement plan
- Lifestyle goal alignment
Service 05
Additional Services
Varies
Scope-dependent
- Investment research reports
- Tax optimisation strategies
- Legacy & succession planning
- Custom engagements
Request a Quote
For a detailed quote or to learn more, contact us at info@ffbinvestments.com — we look forward to helping you achieve your financial goals.
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