Fairhaven Wealth offers fixed fee, transparent pricing.
$1,980
including GST. This is a one-off price to prepare a financial plan tailored to your personal circumstances.
We'll speak with you in depth to get a good understanding of your circumstances, needs, and objectives. We then prepare a plan that is in line with your values and priorities in life. This plan is documented in tailored, plain English report which sets out our recommendations for achieving your financial and lifestyle goals and managing your risks.
We also provide an ongoing review service. For this service, we currently charge $500 including GST or $1,000 including GST depending on the scope of the review. This review service is only available to clients who have had a financial plan prepared or reviewed by Fairhaven Wealth in the past 24 months. We don't lock you in: you choose whether, and how often, you want to review your plan. For more information about our review service and fees, click here.
Why we charge fixed fees
Fixed fees are transparent, fair, and align our interests with the interests of our clients. Sonnie explains in more detail in the video below.
How we keep our fees so low
Our fees are exceptional value for money - especially when you consider that we aren't receiving any hidden remuneration that might influence our advice. There are two main reasons we can charge such low fees:
We keep our overheads low
You're not paying for fancy offices or unnecessary costs. I operate Fairhaven Wealth from home. I meet most Christchurch-based clients in my home office or at their own home. The majority of my clients are outside of Christchurch, and with these clients I engage with them by phone and via Skype or Zoom.
Our services are advice-only
You're paying us for our advice - not for us to act as a middle-man to implement the advice. Implementing our recommendations is something that you can do, and gives you the added benefit of staying in complete control of your finances.