Fee-based Financial Planning
- Prioritise our client's best interests
-
Charge based on time spent instead
of earning commissions or kickbacks - Provide fair and impartial advice
- Avoid pursuing product sales
Payment Structure
at
The Financial Coach
At The Financial Coach, we have a transparent payment structure with two models:
Retainer Model: Clients receive comprehensive financial planning and management services for a fixed annual fee.
As-and-When Model: For ad-hoc services, we charge an hourly rate and provide a fee quote upfront, with payment due upon completion. This ensures clarity for clients seeking specific financial assistance.
Fee-based Financial Planning
- Prioritise our client's best interests
-
Charge based on time spent instead
of earning commissions or kickbacks - Provide fair and impartial advice
- Avoid pursuing product sales
Payment Structure at The Financial Coach
At The Financial Coach, we have a transparent payment structure with two models:
Retainer Model: Clients receive comprehensive financial planning and management services for a fixed annual fee.
As-and-When Model: For ad-hoc services, we charge an hourly rate and provide a fee quote upfront, with payment due upon completion. This ensures clarity for clients seeking specific financial assistance.
