SoHo's network of financial planners can begin working with you right now.

It's simple.  We have one easy fixed fee: $4,500/annum.  

What is that really?  Less than $12.50 per day!

What does that include?  

Financial planning services:

• Retirement Income Planning;
• Intergenerational asset transfers;
• College Savings planning;
• Life Insurance review;
• Charitable gift planning;
• Integrated tax planning.

Investment management services:

• Development and review of Investment Policy Statement;
• A written quarterly performance monitor;
• Discretionary asset management;
• Portfolio rebalancing;
• Tax loss harvesting.

Have any questions?  Just email us now by clicking here!