Advice Map Fee – This fee covers the detailed work undertaken to research and analyse your current situation and determine what steps should be taken to help you achieve your stated objectives and goals.

The specific fee will depend upon the complexity of the advice, the time taken and will be agreed with you in advance prior to any agreement to proceed.

Advice Retainer Fee – If you instruct us to proceed to implement the advice map we apply our ongoing strategic retainer fee, covering implementation and ongoing monitoring of the strategy. A good strategy that is poorly implemented can often undo the whole plan.

Investment, insurance, or debt commissions paid may be offset against the cost of the services provided and will be agreed to prior to the commencement of any work.

Asset Management – A fee will be incorporated within the Advice Retainer and agreed before proceeding. Full details will be provided to you prior to your agreement to engage us in this service.

Our aim is to ensure sufficient value to our clients is generated to cover costs many times over.