Investing in good advice
Getting good advice about our financial future should be important… It’s where we will spend the rest of our lives... and what standard of lifestyle you we will get to enjoy.
Sadly there is a common dissatisfaction with both, the quality of advice on offer and choice of how we pay for it. Today investors are increasingly aware of the potential of commissions to blur the quality of financial advice they seek.
- Fee for Service: This options is when a flat annual fee is agreed upon. This fee includes a Financial Strategy (written Financial Plan), Implementation of that advice, on-going Portfolio Management, access to economic information and research, access to exclusive investment offers, seminars and events. All brokerage, all commissions are rebated back to you and there is no time billing for meetings with your adviser.
- Fee and Commissions: A combination of an annual fee and commissions. This fee includes a Financial Strategy (written Financial Plan), Implementation of that advice, on-going Portfolio Management, access to economic information and research, access to exclusive investment offers, seminars and events. The annual fee is lower than the Fee for Service and commissions are received from any money you invest.
- Commission Only: Vantage and your adviser are paid when they recommend and implement any individual investments and details of provided in a written statement advice where a full disclosure of the investment commissions that we will receive are provided.
Money Back Guarantee – We are convinced that we will provide you with value. Once you have been through our financial planning process, if you don’t believe you have received value then we will refund you upfront fees (less any disbursements). No questions asked!