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Our planners charge a fixed fee-for-service, where all the fees you pay are agreed to in advance before any personal advice is given. This means you know up-front how much our advice will cost. We don’t charge commissions* so you can be sure that there are no hidden fees. To assist with assessing your goals before proceeding, you will have an initial fact finding consultation with one of our planners. During this session your planner will find out what your financial objectives are and what type of advice you’ll need. You will also get a quote on what the advice would cost you, should you decide you want a financial plan. Book an appointment |
