Why We Charge Fixed Fees

When I set up Mangu Wealth Management, I wanted to set us apart from most of the traditional financial advisers who tend to be viewed as product floggers, selling an investment or policy in order to justify a fee.

This is why we put lifestyle financial planning at the heart of what we do; we work with our clients to help them achieve and maintain their ideal lifestyle. To do this, we provide our clients with a financial plan including a cash flow forecast.

It is also why we charge fixed fees. We are experts in our field and we want to be paid for our knowledge and expertise.

Our fixed fees are therefore designed to be fair and transparent and based on the complexity of the work that we do for our clients.

Fees that are linked to assets-under-management can be seen to present a conflict of interest and the perception that the adviser is recommending a product or investment in order to get paid.

We prefer to charge fees that are not directly linked to a client’s assets or the performance of investment markets over which we have no control. We want our fees to be based on the work we do to help our clients achieve their financial goals.

Not just our clients, but many of our professional connections welcome our fixed fee approach as they will often charge a fixed fee for the work they do. When making referrals, our professional connections know that we put our clients’ interests first not just their money.

In everything we do, we want our clients to have a positive experience and this applies to our fees. We believe that fixed fees that are fully transparent and based on the time taken and the complexity of the work involved are fair for our clients.

If you would like a confidential discussion about your financial situation or a second opinion about your current portfolio, please do contact us using the button below.

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