Financial Planning Fees

Tupicoffs charge an annual fee. This covers all our work for the year.  There are no other fees or charges for preparing Statements of Advice or implementing recommendations, nor do we charge asset based fees.

We do not receive any form of commission or remuneration from financial institutions. Each year our clients have the option to re-engage us for another twelve months

Our fee varies for each client based on the amount and complexity of work required. After our initial meeting we will send a client agreement and a price for our work. Clients can make a decision about whether they wish to use us after they have received our client agreement and fee quote, and had time to consider them.

If we don’t think we can add more value than the advice will cost then we will be upfront about that as well. We won’t take on clients unless we believe we can add value relative to the cost.