Schedule of Fees and Charges
At Life Planning, we take pride in our commitment to transparency, professionalism, and the delivery of high-quality financial services. One of the foundations of our client-centric approach is our fee-based model, which we believe brings numerous advantages to those seeking expert financial guidance.
- Tailored and Objective Advice:
Our fee-based structure aligns our interests with yours. By charging a fee for our services rather than relying on commissions from product sales, we can provide objective and tailored advice that is solely focused on your unique financial goals and needs. - Clear and Transparent Engagement:
We value transparency in every aspect of our client relationships. With our fee-based model, you’ll have a clear understanding of the costs associated with our services. No hidden fees or surprises—just a straightforward and transparent engagement designed to empower you with financial confidence. After completing the Factfind and before we begin to prepare a recommendation we will issue you with a letter of expected costs. - Quality Over Quantity:
We are dedicated to delivering high-quality financial advice that stands the test of time. Our fee-based approach allows us to prioritise the quality of our recommendations over the quantity of transactions. - Unbiased Recommendations:
As Certified Financial Planner ™ Professionals we are bound by a duty to act in your best interests. Our recommendations are free from the influence of third-party incentives, enabling us to provide unbiased and strategic guidance that truly serves your financial success.
Our Fees can be paid in a number of ways:
- By commission earned from Insurers and Product Producers to whose orders are transmitted. Summary details of these payments will be included in the product information document. And/ Or
- By you directly in the form of a fee which we will discuss and agree in advance of all transactions And/ Or
- You will have the option to pay for the services we provide by way of a combination of commission and fees which we will discuss and agree in advance of all transactions
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