Affordable Advice



Affordable Advice.

Here's how it works.

No one likes surprises and that’s why we promise to be open and honest about any costs. 

In our first meeting, which is at our cost, not yours, we’ll be able to discuss whether there is a real need to put together any written advice. If not, that’s fine, and hopefully you’ll have gained some extra knowledge or a solution to your issue. We will give you an indication of the costs of your plan after our initial meeting.

If it’s agreed that we’ll move forward to research and prepare written advice and recommendations for you, then a fee will be discussed and agreed upon. There’s no “one size fits all” approach to our fees. The amount charged depends on the type and complexity of the advice you need.

You might be surprised how a few simple changes you hadn’t thought of could add up to a big difference in retirement. You have nothing to lose (and potentially lots to gain) in coming to see us with no obligation, and no cost for your initial consultation.

You’ll never be in a position where you’re not in control of the process or are talked into paying for services you don’t need.

That’s our promise to you.

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