Planner Pulse 024: [Pricing series] Darren Johns — How I price my financial planning services
Today I’m joined by Darren Johns from Align Financial on Sydney’s northern beaches, for another episode in our pricing series.
Align Financial is a small practice that is self-licensed, and has been using a flat-fee pricing structure since 2010.
Listen and learn
In this episode, we talk about:
How Darren uses a combination of understanding both the inputs (e.g. share purchases) and outputs (e.g. tax savings) of a client engagement, to price his services
A pricing example for a 50 year old couple, approaching retirement, as well as a risk only case
How using fee-based pricing has helped produce a more stable income stream for Darren's business