Initial Report

After our first meeting, we prepare a Financial Plan (also known as a Statement of Advice) for you.

A fee for this pre-agreed Financial Plan is charged to you. However, you are under no obligation to continue with our services.

The expert in charge of your Financial Plan (your Planner) will work with you to fine tune recommendations.

If you’re happy to engage our services, we’ll implement your Financial Plan and make sure you stay in the pilot seat.

What does your Plan Include?

Your Plan includes:

  • A snapshot of your current situation.
  • Strategic financial advice based on our review of your situation.
  • Information outlining the benefits you will realise from a structured plan.

Ongoing Services

Once you have considered your initial Financial Plan and have chosen to proceed with our services, we will tailor a fee-structure to suit your unique needs and budget.

Costs may include:

  • An ongoing advisory fee.
  • A management fee.


Our fees are plainly explained and completely transparent. We always provide our clients with quotes before starting any work.

Get Started

Contact our team to discuss your financial future.