Transparent fees, no surprises
We believe in complete transparency. Our fees are agreed upfront before any work begins — you will always know exactly what you are paying and why.
Fee breakdown
Clients can avail of advice separately or avail of a package that includes both advice and product setup.
Advice only
Professional advice on your financial situation, without product setup.
Paid upfront. Refunded if a product is purchased.
Product setup
Setting up financial products on your behalf. Includes advice and implementation.
We are paid a commission by the insurance company, generally the first year's annual premium.
Can be paid by commission from the insurance company or directly by you. We will discuss the pros and cons of each.
Ongoing management
For pensions we manage on your behalf, we provide ongoing oversight and annual reviews.
of the value of your pension per annum
Fees may vary from time to time. The fees listed are indicative of the cost of setup. Full disclosure will be given to each client before we set up any financial product or provide any advice. View full commission disclosure.
Ready to take the next step?
Book a free consultation to discuss your financial goals and get clear, upfront pricing.
