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Nah... I'm doing a bit of background check on that planner. Also looking to see where else I can get the best 'value for money'.

Sorry I should have update my list. I gave that based on the email attachment I received. Now I received the paper version and only the following are covered. - Cash flow Management including Investment Funding - Debt Management and Limited Recourse Borrowing Arrangements - Tax Structures...

To be honest, I have no idea about what the fair cost is. However, 3K is a lot of money. What if I already know? What if the advice is not useful to us? On the other hand, what if I'm missing something? What if he can save that money by suggesting something better? He is a qualified...

I met a Financial planner. He spent about 2 hours talking about what we are doing and what we want to do etc. I just received a 'proposal' saying that he would charge $2800 to prepare a Statement of Advice for the following: - Cash flow Management including Investment Funding - Debt...