Payable to Fiscal
Fiscal charges fees for the work we do with clients, initially when we complete a comprehensive review and analysis, and on an ongoing basis as we help you to have your financial life running smoothly. We assist you to ensure your financial affairs are in order and up to date. These fees are agreed with clients before any work is undertaken to avoid any surprises.Payable to Fiscal
Depending on the complexity of your situation and the administrative burden of implementing your plan, Fiscal may require an implementation fee.
Any fee that Fiscal charges will be discussed and agreed with you before you make a commitment and the relevant work is completed.
Payable to Financial Service Providers
There may be implementation and/or ongoing administration fees charged by Financial Service Providers for the services they provide.
Any such fees will be clearly disclosed in your lifestyle financial planning report and agreed to before it is implemented and charged.
Fund Management /Risk Underwriting/Product Fee – Payable to Financial Service Providers
There may be implementation and/or ongoing fees charged by Financial Service Providers for the services they provide in managing investments and underwriting risk cover. Any such fees will be clearly disclosed in your lifestyle financial planning report and agreed to before it is implemented and charged.
Consulting, Speaking Engagements, Education and Training Fee – Payable to Fiscal
Depending on the nature of the consulting work undertaken, the training course provided, the workshop facilitated or the guest speaker role undertaken by Fiscal there may be a fee. Any such fees will be clearly disclosed and agreed to before the service is undertaken and charged for.
