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How Are We Paid?
Upon receipt of your enquiry, the first step is for one of our advisors to contact you with a view to arranging a meeting to discuss your requirements and financial objectives. This meeting will also enable us to discuss how we would be paid for our services in the event that you will want us to take control of your financial planning. Our initial meeting is free of charge and there is no obligation on either side.
In the event that you choose Insight Financial Associates to manage your financial affairs, we will then discuss your available payment options. As an Independent Financial Advisory firm we have 3 options available;
Commission. This would be paid directly from the recommended product provider. We will always explain the full details of any commission to be paid.
Fee. We can charge fees for advising or arranging regulated products fon your behalf. The fee will be based on the time spent.
Combination of both Commission and Fee. You can elect to apply the option of both commission and fee.