Cindy Dahiya
Alpha Advisers Group Pty Ltd
At Alpha Advisers, my aim is to provide you with financial advice that you would give yourself if you had all the knowledge and experience.
To those seeking answers to financial concerns in their lives, we provide knowledge, strategy and peace of mind in a simple financial plan.
Expertise
My fees
ADVICE PREPARATION & IMPLEMENTATION: We charge fixed fee for initial advice in the range of $1,400 and $12,000. At the Initial Consultation, we will state our fees, which will depend on the complexity of the advice and its implementation.
ONGOING ADVICE: We also provide a fixed fee ongoing service from between $1,200 and $5,000 per annum. Once again, the fees will depend on the complexity of the advice. The Client
Engagement Agreement will state the fee, which you will sign before the start of the financial year.
AD HOC ADVICE: Where you do not wish to participate in an ongoing advice fee arrangement but require ongoing advice on an ad hoc basis, an hourly fee of $300 may apply. Once again, this will be disclosed prior to any work done and each time you will formally engage us.
All fees are exclusive of GST.
At a glance
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Adviser status
Bronze
- First year providing advice 2004
- Years of experience 21
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Highest qualification
- Graduate Diploma of Financial Planning
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Languages spoken
- English
- Hindi
- Punjabi
Alpha Advisers Group Pty Ltd
119 Willoughby RdCrows Nest, NSW 2065
Opening hours
- 9:00am – 6:00pm Monday – Friday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Sentry Financial Services Pty Ltd
AFSL 286786
