At Smart Private Wealth we firmly believe you should get what you pay for. We are a fee-for-service firm, which means we outline every step of your financial planning process with a corresponding value. We get paid for the advice we provide, not for the products we recommend.
Enter your details for instant access to our Smart Private Wealth financial planning fee structure.
We believe that a fee-for-service arrangement ensures that you feel confident that we have your best interests at the forefront of every
part of your financial plan. It makes for a transparent and honest transaction that we hope you agree, ensures a better long term financial
relationship.
Our Financial Planning fees will be quoted and a proposal provided once we have had our 15 Min Discovery Call and have a clear understanding of your current financial structures, and what you would like to achieve with your wealth.
Smart Private Wealth are your partners in wealth accumulation, protection and management for today and beyond.
