A variety of benefits including:
The proposed basis of our charges and full details of specific charges will be provided to you at the time of entering into an agreement and after we are fully aware of the nature & scope of our engagement. By way of example: We offer standard fees based on a published scale. We also offer a performance based fee structure on our 'recommended portfolios' for the ongoing management, monitoring and review of your portfolio. For performance based fees we charge 0.5% per annum. Above that, you pay only if you get a positive return. The higher the return, the higher the fee - so we get paid the most when we add the most value. A negative return means no extra fee. Talk to us to find out which fee structure will suit you best.
How much money do I need before I can make an appointment?
If you have investment assets of over $250,000 you should definitely consider a financial plan. If you have less than $250,000 you may still need some advice on investments and estate planning issues. Call us.
