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FAQs.

Frequently asked questions.

FAQs.

Frequently asked questions.

We charge an advice fee which is usually a percentage of the funds under management in the portfolio we manage for you. Whilst the fee is charged to the portfolio, it actually covers the very broad range of service and advice we provide.

If we also manage your KiwiSaver, then we receive a portion of the fee you pay for your KiwiSaver from the KiwiSaver provider, in order to cover the advice and administration of the KiwiSaver.

We do have a minimum fee, which depends on the complexity of your situation, but starts from $3,000 a year.

Read our full DISCLOSURE here.

No, we are not tied to any investment company or product. The recommendations that we make are based solely on your specific needs. They are not tied to commissions, awards, bonuses, or tips based on sales volume.

No, we do not receive any referral fees or kickbacks. As we work with you, we might require the assistance of other advisors, such as lawyers, accountants, insurance agents, and mortgage brokers. If you need a referral to a qualified professional, our goal is to match you with one that best suits the particular situation.

No, we require that all clients hold their accounts with an independent custodian. This safeguard exists for your protection and they are required to report directly to you on a regular basis.

You will work directly with the managing director and financial adviser, Danielle Auld. The firm has a locum arrangement in place with another local firm of advisers who share similar values and approach to advice as us. This arrangement would come into force should anything ever happen to Danielle, and would allow you continue to receive the care and advice you require.