Service Agreement

Our Service Agreement to you includes consideration to taxation, overall wealth accumulation and estate planning matters; for your overall best interest. We agree to consider all factors in the development of strategies which are current and relevant to your goals and needs.

A full service client should expect to meet when required, normally twice per year. Services including phone and emails, zero entry and exit fees, updated Statement of Advice and Record of Advice at no additional cost. Once an annual fee is negotiated, all services are included.

Subject to :

1. you providing full disclosure of all circumstances which may have material effect on your overall finanical planning.

2. payment of all fees when they are due

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