While the financial planning process is adopted for most clients who are willing to disclose the required information, only those who require specific or comprehensive financial plans to meet their financial objectives need to pay fees...


The amount of fees is to be agreed between our Financial Planner and the client and depends on a number of factors like the scope of the objectives, the complexity of the financial matters or issues, the location of assets, and whether there are special needs etc.

There are guidelines for fees and for the different scope of work. In certain cases, the fees can be waived in part or wholly if you take products that are recommended by the financial planner. .