We work with clients in three different ways, depending on how much guidance you require.
Advice that gets you moving in the right direction – so you can run with it and come back to us when you're ready for more.
Ask your adviser how much may be tax-deductible.
Advice designed for ambitious people, to amplify your existing momentum. For people who want an ongoing relationship that adapts as their goals and circumstances change.
Ask your adviser how much may be tax-deductible.
Advice for more complex situations with lots of moving parts. For people who want us to make the whole picture simpler to act on, and ongoing input throughout the year.
Ask your adviser how much may be tax-deductible.
The above packages are for the development of our initial advice and the implementation of your strategies. For ongoing advice, an additional ongoing service agreement will be provided upon delivery of advice.
Your package fee covers the development of your initial advice based on an identified scope – the strategy considerations, research comparisons, financial modelling, and implementation of whatever we agree on together. It's a flat fee with no hidden surprises.
Once your advice is delivered, we'll put forward a separate ongoing service agreement if you'd like continued support. Ongoing fees are often, but not always, charged as a percentage of funds under advice. Either way, we actively manage, review, and adjust your strategy as your wealth grows.
No. We operate on a no-commission basis, meaning our recommendations aren't influenced by payments from fund managers, insurers, platforms, or other professionals. You pay us directly for advice, and that's the only way we're paid for it.
Yes. Start, Grow and Scale reflect how much guidance you need right now, not a lifetime commitment. As things change – a new business, a growing family, more complexity – we'll recommend moving up or down at your next review.
We'll begin the process of researching and considering different strategies, so that we can put together your Statement of Advice for your review before anything is implemented. If you're not sure where to start, a phone call or a Brainstorm session is a good first step.
Book a free 15-minute chat and we'll help you figure out the right level of advice for where you're at.
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