We normally do not charge a fee for our initial meeting. This meeting gives us the opportunity to get to know you, understand your objectives and advise as to how we can help you.

If you decide to utilise our services, we would charge an agreed fee to undertake your assignment.  This usually involves investigating your current financial position and the preparation of written recommendations for your consideration. Our fees are based upon the anticipated time involved, the necessary expertise required and the complexity of the assignment.

The fee we quote you will cover all meetings with you, the preparation of a strategy that will enable you to meet your objectives, investment recommendations for your consideration and the implementation of all agreed strategies.

Ongoing advice and regular investment portfolio reviews are as important as the initial advice you receive.

Our fees for providing such ongoing advice are based on the work to be undertaken, the degree of complexity and our physical involvement in the portfolio.