We believe in being accountable and transparent. We can think of no better way to demonstrate that, than by making it clear how much we charge for our services.
It’s only right that you should know how much we charge, the services we provide and the value we deliver as soon as possible.
This is our opportunity to start getting to know each other. We’ll talk about your objectives, your current financial circumstances, and answer any questions you might have.
Choosing a financial planner, who will help carve out your financial future, is a big step. That’s why it’s important to know we will get along in the long term.
Our fee: No fee. We do not charge a fee for any initial meetings held at our office, nor are you under any obligation to engage us.
Financial planning review
The next step, after our initial meeting is the financial planning review. This service includes: