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Fees For Partnering With FINDRE
Fee Based Philosophy
At FINDRE we operate on a fixed fee for service basis. This means we agree the fee with you before performing any work on your behalf. Fees are tailored to your scope of work based on your goals and circumstances.
Commission Rebate
As part of our approach we rebate product commissions to you. Practically this is facilitated in a number of ways with our preference being a direct rebate within the product thereby reducing the product cost. Where the product does not allow a direct rebate we offset the commission from any quoted fees or refund it (annually in arrears). All commissions and fees will be fully disclosed to you whenever a product is recommended.
Details
For an indication of the broad range of our fees please read the final page of our Financial Services Guide.
Your cost for partnering with us will be determined following our initial meeting. Without this meeting we cannot give you any more specific idea of your personal cost.
Money Back Guarantee
We offer a happiness guarantee on our initial strategic advice. If you are not satisfied at any stage while we are creating and implementing your initial strategy you may choose to cease the advice process and receive a full refund of advice fees.
Please note that this is not a guarantee of portfolio returns - such matters are out of our control. This is a guarantee that you'll be happy with the value (tangible and intangible) of working with us as your trusted financial partner.
Such a guarantee makes us almost unique among financial planners. We offer this happiness guarantee because we are confident of our expertise and ability to help you have the money and time for what is important to you.
So, since you have nothing to lose book your first meeting now.
The Value of Financial Advice (Benefits)
Almost everything that we do, buy and enjoy in life is facilitated by money. So, the benefits of a solid financial foundation are far reaching in our lives. Conversely, the cost of inadequate financial management can have a deeper impact than you may be aware.
The benefits of financial advice are both tangible and intangible. In fact, in my experience of working with clients often it is the intangible benefits that have been the most important.
Read more detailed benefits of financial planning advice
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Matt Hern trades as FINDRE
(Empowered Wealth Pty Ltd t/as)
ABN: 21 592 525 720
Phone: 08 9467 7320, Fax: 08 9463 7848
PO Box 259, Bull Creek, Perth, Western Australia 6149, Australia
Website: www.MattHern.com.au
Blog: www.Money-Guide.com.au
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