Pricing

There are basically two pricing methods available:

Hourly Fee

The first meeting is free of charge as it serves just one purpose: to clarify whether the parties enjoy a mutual sympathy, trust, and also understanding and acceptance of goals to be jointly reached.

All other consulting hours: 25 000 Ft/hour + VAT.

This is an introductory price.

Assets Under Management

A 1 % + VAT fee is charged based on the assets under management having a return. This is also an introductory price.

Of course, a combination of the above two is also viable in the light of the size of assets, the complexity of task, etc. the percentage might as well decrease.

In all three cases a full transparency is ensured and all eventual commissions will be disclosed.

(Industry research estimates the value added by financial planning at an annual 1.59% -3 % of the assests invested)

If you think it over that the end result of a bad investment decision e.g. a unit linked pension insurance with high expense ratio will become appearent only by the end of the term, then you might think the proper advice is worth the money. ” Better later than never” says a Hungarian proverb, but in this case it is better never make a bad investment than many years later realise that you made a huge mistake. According to Paul Armson, a leading UK financial planner“ Life is not a rehearsal, precious time is slipping away” and you have no second chance to correct your mistake.