PP 038: PRICING SERIES – Adriano Donato – Pricing for high and low complexity clients in an independent, 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. 

Adriano will be part of a panel talking about pricing in an independent financial advice practice, at the IFAAA Symposium on 30 October in Melbourne. It’s an opportunity to pick his and others' brains about all things indie advice.
If you’re interested in learning more about the IFAAA Symposium, head on over to IFAAA.com.au and check it out. 

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...