Periapt Advisory is an independent financial planning practice, and as such, only charges a fee for service, much the same way that lawyers and accountants do. The fees are not based on the amounts of money involved, but are set according to the extent and complexity of the work required.
Sometimes the fees will be tax-deductible, depending on the nature of the service provided. There are no hidden charges; you are informed as to what the fee for advice will be before any costs are incurred.
What’s really special though is that we are a not-for-profit company. Staff are salaried, and we keep our expenses as low as possible so that we can pass the savings on to our clients. We charge rates that we consider fair, and enable us to stay viable, but still usually below the market for independent financial advice. We are here to help people, and will not offer our services to you if we feel they would be unaffordable to you, or to your detriment overall.
There are no commissions, referral fees or any other monies paid to Periapt Advisory by any outside entities – only clients remunerate the business. I.e. nobody pays us but you, so you can be sure we are acting in your best interests, always.
