PP 024: PRICING SERIES – Darren Johns – How I price my financial planning services

Darren Johns

Today we're 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
Pricing is a lever you can control