Service Fees

Understanding Costs

At Visia Financial Services, we are dedicated to helping you achieve your financial goals and secure your financial future. We believe in transparent, value-driven financial planning, which is why we operate on a Fee for Service practice. Below, we will explain the details of our service fees, including the Initial Meeting Fee, Initial Advice Fee, and Ongoing Advice Fees.

We're Open About Costs

Visia Financial Services' Fee for Service financial planning practice is built on the principles of transparency, expertise, and value. We charge an Initial Meeting Fee to initiate the planning process, an Initial Advice Fee for the development of your tailored financial strategy, and Ongoing Advice Fees to support your financial journey over time.

​Our pricing structure is designed to evolve with your financial needs, ensuring that you receive the most value from our services at a cost that is fair and reflective of your circumstances. We believe that this pricing approach allows us to build trust and offer a clear and equitable fee structure for our clients.

We believe that by openly discussing our fees and the value they represent, we can build trust and ensure that you receive the best possible financial planning experience. If you have any questions or would like to discuss our fee structure further, please do not hesitate to contact us. We are here to help you achieve your financial goals and secure your financial future with Visia Financial Services.


Kora Drage, Director, Financial Planner, AFP®, SMSF Specialist™