Associated Companies
Affluent is not a traditional financial adviser, either in the way that we operate, or in the way that we are remunerated.
We are not commission based, nor are we linked to any product provider or life insurance company. Therefore, we are truly independent and can offer whole-of-market solutions, as opposed to selecting from a 'ring-fenced' pool of products. You can be assured of our impartiality.
We are a fee based financial planning practice, and this means that clients pay fees for our services. Your initial meeting with us is free of charge* and you are under no obligation to use our services. The purpose of the initial meeting is to discuss your requirements, to outline how we can help you and for you to decide whether we are the right adviser for you. If we decide to work together, we will agree the advice and services you require and outline our fees. We operate a fixed fee agreement so that you know the cost of our services before we undertake work on your behalf.
* excludes Divorce Financial Planning.
