We understand planning is not one-size-fits all; we know that we are working with personal and foundational elements that impact your life and well-being. We acknowledge our responsibility to safeguard your future and guide your finances, and do so with integrity and care.
Our 4-Step Process
UNDERSTAND
First Meeting
We look to understand your financial picture as you learn how our unique planning will benefit you.
VALUES & GOALS
Second Meeting
Our team uses your individual values as the guiding principles in creating your financial plan.
PLAN SOLUTIONS
Third Meeting
We ensure you understand your plan and how to implement our strategies.
REVIEW & ACHIEVE
Fourth Meeting
Through regular reviews, our team ensures your plan stays on track to achieve your current and future goals.
Connect
OUR GESTURE OF TRANSPARENCY
Engagement Fee Structure
Option 1: Hourly rate of $350 + GST*
Option 2: Flat fee of $2,500 (+GST) for the initial plan set-up and first year of monitoring with 2 meetings per year, and $2,000 (+ GST) in each subsequent year.
Commissions
As fully independent financial advisors, we are able to shop the world of insurance and wealth management solutions which best fit our clients’ needs. If an insurance or wealth solution is implemented with us, any remuneration we receive are deducted against their chosen engagement fee model.
Whether hourly, flat fee, or with needed insurance or wealth management solutions, our clients can choose the model which works best for them.
