Fees

Our fee structure is simple, transparent and free of commissions. It is based on the following three steps in the advice process:

1. Initial Meeting – As you would expect, our initial discussion is completely complimentary and without obligation.
2. Personalised Report – Following this discussion, we will prepare an individually tailored report outlining our recommendations to help you better manage your finances. The fee for this report is confirmed with you prior to proceeding and is based on the complexity of your needs.
3. Ongoing Management – With your report as a foundation, we then provide our financial management services on an ongoing basis to ensure you not only achieve but exceed your financial goals. Once again, the fee for our ongoing financial management services are confirmed with you prior to proceeding and are based on your unique needs.