Premier Membership
Protecting wealth, achieving ambitions
A total coaching and life planning process that helps you determine your lifetime, mid-term and immediate goals.This level of membership also helps you create a plan to achieve your financial ambitions.
The Premier Membership level includes everything detailed in the Standard Membership plus the following exclusive services:
- Regular goal development sessions
- Quarterly focussing sessions to review progress with your 'Planned Future Solution'
- Pension Review Solution
- Planned Portfolio Solution
- Planned Mortgage Solution
The aim of this level of membership is to provide you with total organisation of your financial affairs.
There is a joining fee for the Premier Membership. A monthly membership fee also applies. Please ask us for our Fee Menu.