What it costs

Our initial meeting is complimentary, allowing us to understand your needs, explain our process, and determine if our services align with your goals. During this meeting, you’ll embark on your Financial Road Map®, a valuable exercise praised by our clients as the first step towards building a clear and actionable financial plan.

We charge a fixed fee to create your personalised financial plan, which will be clearly communicated during or shortly after your initial meeting. This ensures you have a clear understanding of the cost involved before proceeding.

For ongoing service, we charge a percentage of the assets we manage, subject to a minimum annual amount. This fee covers all future progress meetings, ongoing financial monitoring, and adjustments to your plan as your circumstances evolve.