Samuel Allgate Investments Pty Ltd
57 Coxs RdNorth Ryde, NSW 2113
At a glance
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Adviser status
Silver
- First year providing advice 2001
- Years of experience 25
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Highest qualifications
- Advanced Diploma of Financial Planning
- Diploma of Financial Planning
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Language spoken
- English
Expertise
My fees
We offer a truly client/advisor aligned cost structure where there is a clear link between the benefit we provide to our clients and the fee for our service. If we are unable to deliver benefit we believe it is only fair that you pay nothing and if we do, the greater the benefit we provide proportionately guides what our fee will be. This usually is calculated to a period 6 months difference between your current situation and what we are able to achieve. We are always working together with our clients, our objectives remain linked and believe that it is unreasonable to be paid if our client does not achieve benefit. Due to the popularity, diligence and success we have achieved for our limited client base, we only work with people that want success in their life’s, we therefore charge $1,100 for our initial meeting plus travel costs if outside of Sydney. If we are unable to outline a plan where we achieve 500% to this in benefit in year one, we offer a 200% refund.
Licensed by
Samuel Allgate Investments Pty Ltd
AFSL 420170