We do not charge for the initial Discovery Meeting held in our office or online.
The Discovery Meeting gives you the opportunity to assess if Hennelly Finance can provide value for you, and in turn, allow us to determine if we deem our services of help to you.
There is no obligation on either party to progress matters beyond this meeting.
There are two ways that Financial Advisors/Planners can be paid. We either charge fees for the services that we provide and that would be an hourly fee or we are paid a commission for placing the business with the insurance/investment company which is all declared to the client prior to engaging with the Planner.
The fees are disclosed on our Terms of Business/website and a full list of the potential remuneration is disclosed on our website.