Optimal Planning acts only for clients for whom we can add significant value and make a real and lasting difference in realising their financial goals.
As a fee-based advisory firm, our charges are reasonable, fully disclosed and formally agreed with our clients prior to any commitment being sought. Initial consultations are complimentary. Thereafter, we offer three services which incur a fee:
Development of your Financial Plan
Ongoing reviews and support
Fees can be met from your own bank account, or may be deducted from plans you hold (with your express agreement).