Optimal Planning acts only for clients for whom we can add significant value and make a real and lasting difference in realising their financial goals.
As a fee-based advisory firm, our charges are reasonable, fully disclosed and formally agreed with our clients prior to any commitment being sought.
Initial consultations are complimentary. Thereafter, we offer three services which incur a fee:
| 1. | Development of your Financial Plan |
| 2. | Plan implementation |
| 3. | Ongoing reviews and support |
Full details of our services can be found on the downloads page. Fees can be met from your own bank account, or may be offset against any commission that Optimal Planning would be eligible to receive from product providers (where you proceed to implement recommendations).
Commission in excess of the total fees due is always automatically reinvested for you. This often provides a significant enhancement to product terms as commission rates can reach up to 7.5% of the funds invested.