Let's talk about fees
Fee transparency is important to not only you, but to us. During your initial onboarding and at our regular reviews, we ensure you fully understand what you will pay and who you are paying. We believe in clear, upfront communication so you can make informed financial decisions.
01
Statement of Advice fee (one off)
Once we understand how we can help you, we will send you an initial engagement email. This straightforward email outlines the services we can provide and their associated costs. Upon your agreement, we'll begin preparing your personalised advice document (Statement of Advice) and present it to you. The fee covers all the work involved from accepting your engagement to delivering your tailored advice.
02
Financial Advice fee (ongoing)
We charge an agreed retainer to implement our advice, to manage and review your financial plan and measure progress to ensure long term success. This fee is designed to cover the costs of providing a high level of personalised service, advice and investment management.
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Every year, we provide our clients with a fee agreement to give you the opportunity to review and discuss the fees and services for the upcoming year.
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Our Statement of Advice and Financial Advice fees are specifically tailored for each client and are discussed and agreed upon during the initial stages of your financial journey with us.