A central tenet of our business philosophy is our belief that you deserve transparency and the conviction that all recommendations we provide to you are driven by your needs alone. Our process is one built on transparency and our clients have total clarity around the service we provide and the fee they pay for it.
We are not conflicted by any remuneration mechanisms or rebates. In fact, we use them to your advantage. By quoting you a flat dollar fee we can work with you and product providers in full confidence that any hidden commissions or kick backs will come back to you as either increased investment performance or as an offset to the quoted fee.
As a result, Initial consultations are at our expense, we invest this time with potential new clients to:
- Ensure that the client’s requirements are a good client match with our business philosophy and offering.
- Understand the client and are confident that we can create considerable value to their lives and wealth.
As financial advice specialists we want to establish active advice relationships that allow the value of planning to be recognised.