Our initial consultation is free of charge and with no commitment by you. Thereafter, we are predominantly a fee-based organisation. We will rebate all initial brokerage which would normally be payable to us by the various investment managers and invoice you for our fee. Some clients choose to have fees deducted from their investments.

Each person's circumstances are different. The time required to effectively attend to initial and ongoing needs varies. Fees reflect the anticipated time, expertise, care, service and attention to your financial affairs. All fees applicable to your personal situation, both initial and ongoing, are set out in writing in a personal financial report following our initial meeting.

Either way, we may receive an ongoing, or what is called a trailing commission (part of the fund manager's management fee). Should you be referred by an accountant, they will receive a fee.

We will provide you with full details of all commissions and fees.

What Can You Expect For Your Money?

"We Help You Improve The
Quality Of You Life Through Being
Financially Well Organised."