Useful Information about Your Heritage Financial Planning

At Your Heritage we believe that it is important that our clients are educated in issues relevant to their circumstances. This will assist you in gaining a thorough understanding of the strategies and investments being recommended.

How much does it cost for advice?

The initial interview is complementary and this is an opportunity to get an overview of your situation and whether we can be of assistance.

If you are interested in proceeding further, we will give an estimate of costs before you proceed.


What about ongoing service?

There are  four service packages available which are based on client needs and choice.  An agreed fee is applied to the service selected by the client.

The fee is indexed to CPI and is not an asset fee.

Your Heritage Financial Planning applies a fee for service structure that is agreed upon at the time of taking up the service. 

Speak with our friendly team today

To discuss what we can do for you.