Fees
Fees
Financial health check
$450
one-off
- Two-hour review
- Written summary and next steps
- No obligation
Ongoing planning
0.8%
of assets per year
- Personal plan and annual review
- Investment management
- Access to your planner
Retirement roadmap
$2,400
one-off
- Full cash-flow model
- Tax and retirement strategy
- Written retirement plan
FAQ
Questions, answered
Cannot find what you are looking for? Send us a message.
How do you get paid?+
Only by fees you agree in advance. We take no commission from products.
What is the first meeting like?+
A free 45-minute conversation about your goals. No papers, no pressure.
Do I need a lot of savings?+
No. We work with people at different stages. A health check is a good first step.
Book a free review.
Independent planners helping families and professionals with retirement plans, investments and protection.