Transparent fees.
No surprises. Real value.
transparent fee philosophy.
Our fees are structured as a fixed annual charge, based on the complexity of your financial situation. Any investment commissions we receive are fully refunded to you.
We receive no compensation for recommending specific investment products, every recommendation
is made with your best interests in mind. Our approach ensures complete transparency, with no hidden costs or surprises.
Since we don't own the financial products, we focus on selecting the most suitable options for your unique needs. We provide ongoing strategic advice, including regular management, reviews, and detailed reporting.
This isn't a 'set-and-forget' approach. We maintain a hands-on strategy, with frequent communication between you and your adviser to ensure your financial plan evolves with your goals.
Statement of
Advice Fee
Once we understand how we can help you, we will send you an initial engagement email. This straightforward email outlines the services we can provide and their associated costs. Upon your agreement, we'll begin preparing your personalised advice document (Statement of Advice) and present it to you. The fee covers all the work involved from accepting your engagement to delivering your tailored advice.
Financial
Advice Fee
We charge an agreed retainer to implement our advice, manage and review your financial plan, and measure progress to ensure long-term success. This fee is designed to cover the costs of providing a high level of personalised service, advice, and investment management.
You can book a 15 minute discovery call with one of our advisers and start your journey today.
