Financial Planning | Fees

Tailored for you


We believe your situation is unique and as such the fees that you pay should be tailored to your personal situation. After our initial meeting we will provide you with a fee proposal, which we believe reflects the service required for you to meet your objectives. And because we are boutique, we are able to structure a payment schedule designed to suit you.

We also believe in transparency with our fee structure meaning you will always have an understanding of the fees that you pay. In addition to this we will rebate 100% of any commissions which are paid to us from product providers so you know our advice is in your best interest and not ours.