Fees & Services

 
 

Financial planning services starting at $449/hour.

Our Fiduciary Statement »

 

Engagement Fee Structure

Option 1: Hourly rate of $449 + GST*

Option 2: Flat fee of $6,999 (+GST) for the initial plan set-up and first year of monitoring with up to four meetings per year, and $4,999 (+ GST) in each subsequent year.