Salary Packaging Financial Advice
Get financial advice and save on the fees
If you talk to a registered financial adviser about your finances or investment matters, you may be eligible to salary package the fees.
So while you're getting advice on how to increase your assets and grow your investments, you could save money in the process too.
Who can package financial planning fees?
You may be eligible to salary package financial counselling and planning if you work for a:
- charity or other not-for-profit organisation
- public or not-for-profit hospital
- government department or agency
- corporate or private sector organisation
and your employer offers this as part of your workplace benefits program.
What exactly can I package?
You could salary package:
- financial counselling fees
- the cost to put together an investment plan
Note: You cannot salary package initial consultations about salary packaging.
Still not sure whether you can package financial planning fees? Contact your employer to find out if this benefit is available to you.
Use the salary packaging calculator
We take the guesswork out of salary packaging.
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