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. 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.
For a non-financially minded person like myself, Aaron's advice was given in a way that I understood and trusted.
We had a great experience with Omniwealth. It was made simple and easy and without the hassle of dealing with all the hoops and forms you need to jump through. I would recommend Omniwealth over and over again as they are interested in actually helping you and breaking down barriers as opposed to putting up walls when it comes to the big banks.
A lot of time was invested in us making sure that we fully understood what it will take to reach our goal of a nice income in retirement