Our discount tier pricing model is designed to offer significant savings to our ongoing charges based on the amount you invest with us. As you progress through the tiers, you will benefit from reduced prices on a wide range of additional services which you may require from us from time to time such as pension transfers, cash flow planning, estate planning as well as reduced costs for providing wealth services to partners and generational wealth planning for children and grandchildren.

This structure not only rewards loyal customers but also provides an incentive for new clients to explore more of our services. The model is transparent and straightforward, allowing you to easily understand the cost of our services both at outset and in the future.

Select a service tier to find out what discounts you could be eligible for.