Our Transparent Fee Structure
At Harts Financial Solutions we provide advice on a pure ‘fee for service’ basis. So, you are only invoiced for the professional time required to provide your financial advice.
Importantly, any financial service commissions and trails received are credited against your client file to offset ‘out of pocket’ costs of providing advice and service each year.
Before engaging our services, you are provided with a written fee estimate (budget) based on the scope of work to be performed and the complexity of your financial situation. To provide you with unrivalled transparency, all professional time incurred in relation to your file is accurately recorded, costed and tracked using our industry-leading proprietary software, HPlan.
This means that you remain in control of the cost of the service at all times and you can see the value of the work performed at any point during the process. Should you need to change the complexity or scope of the engaged work, you are provided with an engagement reconciliation along with an updated fee estimate for approval.
Importantly, this approach allows our clients the option of managing their investments themselves while still receiving the benefits of our holistic advice and risk management.