Fee-Based Financial Planning

“Fee-based financial planning is essentially paying a fee for independent advice, regardless of a product sale,” Ruark Pepler.

Not every financial planning decision needs to lead to the sale of a product. Sometimes, adding more money to your debt, or paying a fee for advice to confirm that you’re on the right track is worth the peace of mind it brings.

Products should be chosen because you need them, not because a financial planner needs to be paid.

In this quick video, Ruark Pepler lays out how you can secure your financial future, today!

Scroll to top