Initial Meeting - Fee for Service Structure
There is no fee for our initial meeting, including our preparation for that meeting.
We will give you our Financial Services Guide (FSG) and Client Questionnaire (CQ) for your completion prior to our initial meeting. Completing the Client Questionnaire prior to your initial meeting gives both of us a better idea of the main issues to discuss at the meeting.
The initial meeting also gives you the opportunity to ask questions about our experience, qualifications, testimonials etc. as well it allows us to ask you pertinent and relevant questions about where you are and where you want to be. We must both believe we can add value to your situation to proceed past the initial meeting.
If at the initial meeting we both agree there is a sound basis to proceed we will outline the scope of our advice and our fees. A Fee Engagement will be provided to you for your agreement before any advice is provided. No fee will be charged without your prior approval in writing.
All CSA's Statements of Advice (SOA) include a clear description of our advice, our advice fee including implementation fee & our ongoing review program and its fee if applicable.
Our advice fees can range from $1,000 + GST to $5,000 + GST depending on the complexity of the advice (average advice fee is $2,000 + GST).