OUR FEES
Good financial advice is valuable and carries a cost like any other professional service. Our fees generally depend on the complexity of a client’s financial situation and the level of service requested by the client.
Our Financial Services Guide outlines our transparent fee structure. As each person’s circumstances are different, the amount of time required to effectively attend to their particular needs will vary. Our fees reflect the time, expertise and level of service provided and each client’s fees will be set out in the Statement of Advice prepared by their Financial Planner.
In most cases, our initial consultation is provided free of charge and without obligation. Thereafter, we are predominantly a fee-based organisation. This gives clients certainty of agreed fees, which cannot change without their consent.