Read some of our
frequently asked questions.

Find questions and answers about getting financial
advice with the Financial Foundations team.

Frequently asked questions.

Find questions and answers about the process of getting financial advice and working with the Financial Foundations team.

How do you charge client fees?

We charge a fixed dollar fee variable to your financial complexity and needs. You can see the guide to our fees on our Financial Services Guide.

What services do you offer?

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Who are the financial advisers?

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I'm not sure what I need. Can you help?

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Is there a fee for the initial consultation?

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How long does an initial consultation go for?

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Do you do virtual meetings with clients?

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What sort of clients do you work with?

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We're not your average advice firm.

We like to make sure we're a good fit for each other.
To start, let's have a discussion.

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Planning for retirement

What will retirement look like for you? Here are some examples of how our clients have moved from working life to retirement well.

Creating and managing significant wealth.

By Ty Cockle

Moving from business to the retired life.

By Eddy See

Are we ready to retire the way we want?

By Calvin Ho

What happens when you lose a loved one?

By Eddy See

Selling a business and getting divorced.

By Ty Cockle