Fees are charged for:

• The preparation of your comprehensive financial plan
• Assisting you to implement your plan
• Ongoing support so that your financial plan remains current and is assisting you to work towards achieving your financial goals

To help with your cash flow, the initial fees are split into three payments:

• 25% is paid at the end of the Planning Meeting
• 50% at the Plan Presentation Meeting
• 25% at the Plan Implementation Meeting

All ongoing support fees are debited monthly directly from a nominated bank account or credit card.

The chart below shows what each fee covers:

Tailored solutions, tailored fees

Our fees vary enormously from one client to the next as we do not use standardised plans. This is in recognition of the vastly differing circumstances, objectives and timelines of every client, all of which require varying amounts of time for adequate strategy and product research, financial plan preparation and ongoing support.

Fee transparency

Initial fees

By the end of the Discovery Meeting, we will be able to determine what your initial fees will be.

Ongoing support fees

These will be determined at the conclusion of your Implementation Meeting and will consider the:

• Complexity of your circumstances, goals, timelines and financial plan
• Frequency of ongoing support meetings

Whilst it is up to the client to determine the frequency of support meetings, an annual Review Meeting is a requirement of working with us. This meeting is included in the monthly debit calculations.