Pricelist
Our pricing is structured to be transparent, straightforward, and aligned with your long‑term interests. At Kellylouisecollective.co.uk, we believe effective wealth creation should be accessible and clearly costed, so you always know what you are paying for and why. We begin with an Initial Discovery Consultation, typically lasting up to .. minutes. This meeting is designed to understand your financial position, goals, and timeframes.
Comprehensive Wealth Strategy Package
Initial wealth strategy consultation
Our initial wealth strategy consultation provides a clear, personalized roadmap to align your financial goals with tailored investment, tax, and risk management strategies.
$100
Ongoing portfolio management and review
Ongoing portfolio management and review involves regularly monitoring investments, rebalancing asset allocations, and making strategic adjustments to stay aligned with evolving goals, risk tolerance,
$200
Retirement and pension planning package
Our Retirement and pension planning package helps you build a secure, tax-efficient income strategy for your later years, tailored to your goals, risk tolerance, and lifestyle
$400
Tax-efficient investment and estate planning service
Our tax-efficient investment and estate planning service helps you structure your assets and wealth transfers to minimize tax liabilities while preserving and growing your legacy for future generations.