Request Your Personalised Quote

What Happens Next?

1. Submit your details. Complete the short form with as much or as little detail as you are comfortable sharing. Every enquiry is treated as strictly confidential.
2. We review your situation. A senior adviser from our Perth team will read through your goals and consider the right approach for your circumstances.
3. You receive a written quote. Within two business days we will email you a fixed, itemised quote along with a suggested scope of work, so you know exactly what you would be paying for.
4. You decide, in your own time. There is no obligation to proceed. If you would like to talk it through, we can arrange a complimentary discovery conversation at a time that suits you.

Transparent Fee Structure

We believe financial advice should be priced openly. Depending on the service, our engagements are generally quoted as:

• Fixed project fees for statement of advice work, retirement planning and risk insurance reviews.
• Annual retainer options for ongoing wealth planning, portfolio oversight and regular reviews.
• Hourly consulting rates for self-managed super fund strategy sessions and one-off second opinions.

Your written quote will state the exact fee, what is included, and any reasonable out-of-pocket costs before you commit to anything.

Prefer to Ask a Question First?

If you are not ready for a full quote, you are welcome to send a general enquiry instead via our contact page, or email us directly at ceo@plentysync.site. We reply to every message personally.