Our Fees

Our fee structure is designed to provide value, and to foster a long term relationship with each of our clients. Our focus is always on arriving at the best possible strategy for each client and, we will always recommend the products and services that best suit each client's personal and financial requirements.

Each Financial Plan is specifically tailored to suit the unique situations of our clients, and our fees for the advice we provide are calculated based upon the following criteria;

• The time taken to evaluate your situation and to prepare the necessary documentation.
• The level of expertise required to formulate and construct the most appropriate strategies.
• The level of complexity of your situation.

As a fee based firm, we are careful to ensure that our advice is not influenced by commissions or other financial incentives. We will discuss our fees and payment options with you and agree on the cost before we commence any financial planning work on your behalf.