First meeting is free!
Our first meeting is 100% obligation free. In this Free 1 hour consultation, it’s an opportunity to “meet and greet” so you can ascertain if we are the right advisor for you. You should leave the meeting with an understanding on the following:
- Financial planning and the role of a financial advisor
- The benefits and value of having a financial plan
- Assessment of your financial situation
- The course of action applicable
We will highlight an indication of fees (a range) for us to provide written advice and the cost to implement now and ongoing advice.
Ongoing Advice Fees
We provide a comprehensive ongoing service to ensure you take the necessary steps towards achieving your goals. This will be complicated by constant change as dictated by markets and economies. The need for continued advice is life long.
Reasons why you might need continued advice:
- Change in your circumstances
Your financial plan and the steps by which you work towards achieving success may need to be adjusted when you switch careers or when a new baby arrives in the family.
- Changes in economic and market environment
It is important that proper advice is given when there are economic and market environment changes that may affect your investment. Strategic portfolio positioning during such times is essential!
- Changes in legislation and taxation
- Monitoring of cash flows
- Investment changes
Fee Options:
For information on how we are paid, please refer to our Financial Services Guide.
