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EWS Fee for Service

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Executive Wealth Solutions charges for our services in two parts;
  1. Initial Advice Service
  2. Ongoing Advice Service

Initial Advice Service

The initial financial advice service undertakes steps 1 to 4 of the financial planning process. This includes:
  1. Understanding your personal circumstances
  2. Design the financial strategy
  3. Produce and present your Statement of Advice
  4. Implement the recommendations
The fee for this service is charged for on an hourly basis and will vary depending on the level of complexity and amount of work required.

However, it is important to note the following points;
  • You do not pay any entry or exit fees. Therefore the EWS advice fee is the only initial fee you pay.
  • There is no cost to meet with us and broadly determine how our advice will benefit you.
  • Before proceeding we will send you a “fixed price” quote.
  • We guarantee “no surprises” or advice costs that you were not expecting.

Ongoing Advice Service

Executive Wealth Solutions provides comprehensive and valuable wealth management services. To meet the varying needs of our clients, we offer three different levels of ongoing service.
  • PLATINUM 
  • GOLD
  • SILVER
Each of these ongoing advice packages are documented and clearly define the type and level of services provided to you. Therefore we are accountable to maintain a high level of quality ongoing advice.

It is important to note the following points regarding the ongoing advice service;
  • The EWS ongoing advice service is extremely comprehensive and value adding.
  • The EWS ongoing advice service is formally structured with a review agenda and meeting minutes.
  • The EWS ongoing advice service is “proactive” in nature. This means we will automatically provide review services at set dates. A proactive review service is extremely valuable, as it aims to take advantage of opportunities and avoid problems before they occur.