The Cost of Doing Nothing Can Be Expensive

Our clients have generated wealth by being successful in their chosen field. They understand the importance of good value, good service and that cheapest is not necessarily best.

Our new clients often feel:
- the total charges of most financial services and products are complex and commonly hidden
- the financial services industry generally charge high fees but delivers poor service
- advisers encourage the purchase of investments and products based on commission rather than for the client's benefit.

Our type of service requires a proactive approach to enable on-going advice and recommendations. Therefore, it is unreasonable to charge an hourly fee for unsolicited recommendations. Moreover, hourly charging does not promote communication, which is essential for success. In addition, charging by the hour does not give the client any indication of total annual cost.

Our fee structure and all costs are discussed and agreed in advance with each client. Uncoordinated transactions can be inefficient and expensive. However, a coordinated strategy can significantly reduce these overall costs both in time and money.