Elodus Financial

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A Referral Based Business Complimentary First Appointment

Value Based Approach

At Elodus, our fees are never an issue because they are based on demonstrated, proven value. We recognise that clients have different expectations and service requirements and we tailor our payment options to suit individual needs.

During our complimentary initial meeting, we will discuss the different fees and payment plans and provide you with a written quote before we commence any financial planning work on your behalf.  You are not obligated to proceed beyond this point and are free to choose whether or not you would like a Statement of Advice prepared at this time.

Fee for Service Philosophy

As a “fee for service” based financial planning business, we invoice our clients directly for the initial work undertaken and ongoing service requirements – commissions are not charged.  The fees agreed to are based on the intricacy of the advice required and the amount of time spent developing and delivering our recommendations, rather than on the amount of money being invested.

This method of payment is preferred by most of our clients.  It means you will be aware of the costs you may incur in advance and you can be assured that there will be no additional fees or hidden charges in the process.

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