Planner Pulse 038: [Pricing series] Adriano Donato — Pricing for high and low complexity clients in a 100% fee-for-advice financial planning practice

Adriano Donato is from Roskow Independent Advisory, which is a self-licensed, independent advice practice with offices in Melbourne and Brisbane.

In this episode, we chat about how Roskow price their financial advice, using a 100% fee model. And how they do that successfully for both high and low complexity clients. 

Listen and learn

In this episode, we talk about:

  • How and why Roskow price their advice, using a 100% fee model (and we get into the nitty gritty numbers)

  • How Roskow make a pure fee for advice model work for both high and low complexity clients

  • What mistakes Roskow made with their pricing along the way

Oh, and Adriano sings and talks soccer...

The advice my clients receive ... it has to be conflict free.
— Adriano Donato