How We Are Paid
As independent providers of financial advice, insurance and investment products, we are compensated in one of three ways:
- Fee for service - A flat or hourly fee for financial planning services
- Investment Management Fee - Based on assets under management
- Commission - For the placement of life & health insurance products and some investment solutions
We will outline the various options that are available to you, and will show how to take advantage of tax deductible fee structures where possible. Our first meeting will always be at our expense, so that we can determine the best fit for you.
