Core Plan
The Core Plan is appropriate for those looking to build their wealth and require a more ‘hands- off’ approach. The Core Plan is restricted to those who have no more than $150,000 Assets Under Management (AUM).
Premium Plan
The Premium Plan is appropriate for those looking to build their financial foundation and require a more ‘hands-on’ approach.
If you hold insurances, we will offset trail commission against our fees and rebate any excess commission to you.
Optimal Plan
The Optimal Plan is appropriate for those who require a more complex strategy.
If you hold insurances, we will offset trail commission against our fees and rebate any excess commission to you.
Custom Approach
If we agree that the above On-Going Service Packages are not appropriate, any ongoing service fees will be expressed as % of Assets Under Management.
We will charge an additional consultation fee per hour for services that do not meet the criteria included in the packages.
If no On-Going Service Package is agreed or the work is a one-off transactional service, then any work that is undertaken will be charged at the Ad-Hoc hourly rate.
We adhere to a strict policy of not receiving or accepting any conflicted remuneration from any product or service provider. All fees for the advice we received are paid directly by you and disclosed in full before any work is done for you. Any and all payments we are offered or receive from external sources will be rebated to you or applied as a discount and or credit to your fees.
Your Financial Plan / Statement of Advice will disclose all fees and commissions received.