Unlike our competitors we are not interested in accumulating a huge client bank, e are only interested in working with a small number of clients that are interested and willing to plan for the future – they want to know their NUMBER.
This unique approach dictates that all our clients need to be profitable for us as our offering is not dependent on selling you a financial product.
Our income is derived from a combination of:
Management fees for assets under management
Commission from product sales
The 1st meeting is conducted at our cost where we discuss if our offering is suited to your needs and agree and the fee structure which typically is a combination of some of the above. All fees are clearly identified and agreed at this stage.