Full Service

Initial Advice Fee

The initial advice fee includes implementation of the agreed plan, where we facilitate the setting up of your accounts and investments our fee is based on percentage of the amount you invest and / or transfer. The costs for this service are;

Ongoing Service and Fee

Under our Full Service, we will provide:

• Annual Meetings: Meet with you at least annually to help you achieve your personal objectives.
• Plan Reviews: Review your long-term financial plan with you every year, updating your goals and objectives.
• Plan Adjustments: Regularly identify areas where changes to your financial plan might be beneficial.
• Legislative Updates: Inform you about any changes in legislation that may affect you.
• Accessibility: Be available for calls, discussions, and correspondence to update each other on any changes or questions.
• Stay Connected: Keep in touch with updates, news, and invitations that may interest you.
• Record Maintenance: Maintain our records.
• Online Access: Online access to investment valuations.
• Annual Valuation Report: An annual valuation report of your invested assets.
• Tax Planning: Utilization of ongoing tax planning opportunities.
• Investment Strategy: Recommendations for changes to your savings and investment strategy as required.
• Performance Assessment: Assessment of your investment performance against the targeted rate of return.
• Portfolio Maintenance: Rebalancing and maintaining your portfolio to ensure it remains appropriate.
• Contingency Plans: Reviewing your contingency plans and recommending changes as needed.
• Professional Liaison: Liaising with your other professional advisers as needed.

Our full service is charged based on a percentage of the assets under our management at the following rate;