Our Charges

As with all the finer things in life, expert, well crafted financial planning does have a cost. 

The first meeting is provided with our compliments as we appreciate that you want to meet us and discuss your own personal requirements. You can then decide if you want to work with us as your financial planner.

As with your other professional advisers, we will charge a fee for our work.

Our charging structure assures you that the advice and strategy you receive will be bespoke, independent, truly objective advice.

In most cases we will discuss and arrange a fixed price fee. We do however offer a range of fee options, and for our ongoing service most clients clients opt to pay from invested funds, and / or a monthly retainer payment.

Our focus is to help our clients in the accumulation and protection of wealth. Helping our clients align their financial goals with their life values is critical to that success.


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