There is no charge or fees for the initial meeting. Once we have determined that we are likely to be able to assist you, we provide the initial meeting at our cost.
After the initial meeting will send you a detailed proposal which will outline the areas of advice to be addressed and we will provide a fixed quotation for all advice and services that you require. This will include a quotation for the cost to prepare your initial Statement of Advice, Implementation and Ongoing Service. The cost of our advice and service depends on the amount of time and the complexity of advice required.
Each year we will provide you with an invoice to re-engage our services for another twelve months based on the amount of time/work anticipated to be required over the next year.
Importantly, we do not receive commissions or any other incentives from external investment product providers.