We are a consultancy business helping financial planners with fee-for-service and with the ongoing commitment of marketing the value of quality financial advice.

In determing your cost-to-serve, our business looks at your overheads and explores every step of the advice process with you. As you would know, everyone in your business is likely to be on a different hourly rate, so we identify who in your business would complete each task and how long it takes.

The culmination of all of this, is your cost to serve.