Fees
Clear from the start.
Your financial circumstances are unique. Your advice should be too.
We take the time to understand what you need, explain the work involved and agree the cost with you before any advice begins.
No one-size-fits-all price. No unexpected charges.
You should know what you’re paying for.
Before we recommend anything, we first understand your circumstances, what you want to achieve and where you need help.
Understand
We learn about your circumstances and what you need.
Explain
We set out the work involved and the applicable fee.
Agree
You know what you're paying for and agree before we begin.
The work depends on you.
The cost of advice depends on your circumstances and the work involved. This can include:
- The complexity of your circumstances
- The jurisdictions involved
- The advice and services you need
- One-off planning or ongoing advice
There is no single price that suits everyone. We agree the scope and applicable charges with you before work begins.
Start with a conversation.
You don’t need to know exactly what advice you need before you speak to us.
We’ll start by understanding your circumstances and what you’d like to achieve.
Questions about our fees
How does Montfort charge for advice?
Our fees depend on the advice and services you need, the complexity of your circumstances and, where relevant, the jurisdictions involved. We explain the applicable charges before any advice begins.
Will I know the cost before I proceed?
Yes. We explain the work involved and the applicable fee before advice begins. You will know what you are paying for and agree to the fee before we start.
Can I receive one-off advice?
We can provide advice according to your circumstances and requirements. Whether one-off or ongoing advice is appropriate will depend on what you need.