WE ARE PROUD OF OUR FEES
When did fees become such a bad word? A fee used to mean value.
We paid a fee and in exchange we got something we wanted or needed.
For so long many of us have paid fees and received too little value for our hard earned dollar. It’s no different in the financial industry. The truth is we’ve seen all the short cuts. It’s not uncommon for us to be pitched
financial products that promise to deliver big returns and easy living. And do they?
All those too good to be true financial products have a cost that clients like you end up paying.
So we don’t. We keep your wealth flexible but secure - it means hard work, attention to detail and a constant focus on what’s happening in the marketplace.
We’re proud of our fee’s because we earn them.
*Advisor compensation and all fees will be fully disclosed and discussed when an investment product is sold to the client.
SEEING YOUR WEALTH ONLINE IS EASIER THEN EVER
MANAGING IT WELL?
Still just as difficult.
HOW MUCH DOES IT COST?
In financial matters, it’s often the first question that comes up after discussing any option. It’s a great question, and it’s the reason we’re very clear about the fees we charge.
But it’s not the right one to ask.
It’s more important to know how much it’s worth. The value of an investment is based on the return versus the cost. Something cheap that doesn’t help you is a waste of money, while something expensive that frees you to live your ideal life is priceless.
That’s why we break down the cost of services against the performance they bring to your portfolio, and show you what you’re paying and what you’re getting in return.
WHAT DO YOU GET FOR THE COST?
Financial planning is an ongoing process. We design robust plans to take into account changing conditions, but the best-running motor still needs a tune up. Combinations of changes require regular adjustments to planning, and new opportunities can mean new directions.
We work on helping you accumulate wealth, preserving that wealth, and minimizing the tax burden on that wealth. We also work to ensure you can transfer as much of that wealth as possible to the next generation in your family so they’re financially protected as well.
So what do you get for the cost? You get the freedom to focus on the parts of your life you enjoy the most, knowing someone is protecting your interests… and your principal.