Charges

The initial charge is applicable to the investment of new money and the review of exisiting plans and investments.  The charge covers the following services:

  • A full fact find to gain a detailed understanding of your current financial position.
  • Definition of your financial objectives.
  • Assessment of your need and willingness to take financial risk.
  • Assessment of your ability to withstand financial loss.
  • Creation of a financial plan, including stochastic modelling to estimate the probability of achieving your objectives.
  • A review of the suitability of your current plans and investments.
  • Whole-of-market research to find new or replacement plans and investments if necessary.
  • Implementation of transfers and fund switches as required.

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This is an annual charge,  for ongoing advice relating to your invested funds.  The charge covers the following services:

  • A yearly face to face meeting to review investment performance and progress towards your financial objectives.
  • Changes to the financial plan to take account of changes in your circumstances, tax legislation etc.
  • Fund switches and plan transfers as required.
  • Access to your adviser via phone or email at any time.

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