Pricing

Know the scope before you proceed.

Fees depend on the service and the work involved. You will receive the scope and relevant costs before deciding whether to continue.

Structure first, product second. We clarify the conversation before any recommendation is made.

The first clarity conversation is complimentary, if applicable. If further planning, implementation or specialist work is appropriate, we explain the scope, fees, product charges and professional costs before you decide whether to continue.

01

Scoped to your needs

Wealth Planning

The work depends on the areas you need to review, such as income protection, retirement planning or estate arrangements.
See what is included
02

Scope explained before implementation

Trust Planning

If you decide to continue, the planning work and fees are explained before you agree to proceed. Professional trustee, legal, tax and investment fees may be separate.
See what is included

Not sure where to begin?

Check whether a clarity session fits you