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Due to high demand, our advisory is at capacity. We’re accepting introductory calls only, with new client plans delivered from 9 July 2026.
Our Approach: From Process to Fees
This page is designed to clarify what to expect when you work with us from start to finish. Our process, approach and fees. Also, answer any questions you might have about working with Me. Whether you're wondering how we can help you grow your wealth or simply want to understand our approach, you'll find the answers here. If you don’t see what you’re looking for, just give me a call – I’m always here to help.
Mo Shouman
Founder and Principal Adviser
Frequently asked questions (FAQ)
Who We Are Getting Started RSUs & Equity Compensation Passive Income & Early Retirement Tax - Investments & PropertySelf-Managed Super Funds Cross-Border & Expat Tech ProfessionalsWorking With My Wealth Choice
1. How much does financial advice cost?
We charge on a fee-for-service basis – you pay for the advice we provide, not commissions or product-linked remuneration.
As a guide: an initial Statement of Advice (SoA) is typically $3,900–$7,500 depending on complexity. A straightforward super and investment review sits at the lower end; a situation involving SMSF setup, RSU tax planning, or cross-border tax issues sits higher.
Ongoing advice is typically $3,000–$6,000 per year, covering annual reviews, strategy updates, implementation, and access to your adviser throughout the year.
Some clients engage us for a one-off piece of advice on a specific question – RSU tax treatment, SMSF establishment, or pre-departure tax planning. We can structure engagements that way too.
Your first conversation with us is complimentary and obligation-free. 20 to 25 minutes where we understand your situation, outline what advice would look like for you, and give you a clear fee indication before anything proceeds. No surprises.
2. Will you receive any commissions from the products you recommend?
No. We do not receive commissions from the financial products we recommend. Our advice is completely free from product provider influence.
The only exception is personal insurance, where we accept the legislated industry rate under Corporations Law – the same way a mortgage broker receives commission for their loan services. This is fully disclosed and regulated by ASIC.
3. How do you handle my personal information and privacy?
Your privacy is handled with strict confidentiality protocols and in full compliance with Australian privacy law. We only share your information with third parties when necessary and with your consent.
Full details are available in our Privacy Policy at berylliumadvisers.com.au/privacy.
4. How do I get started?
Book a complimentary 20-minute Clarity call at mywealthchoice.com.au. We will discuss your financial situation, your RSU picture, your goals, and whether we are the right fit.
You can also explore the Wealth Bytes podcast – available on Apple Podcasts, Spotify, and YouTube – to get a genuine sense of how we think and whether our approach resonates with you before we ever speak.
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