The Partnership Programme to Help YOU Succeed

Our partnership programme gives you the best chance you'll ever have of reaching your financial goal.

The key component is COMMITMENT.


You’ll need to commit to making regular contributions and/or maintaining your agreed investments. And you'll need to do so over the timeline agreed. If you don't, your plan will fail. (But if you stick with your plan, you will succeed.)

We commit to helping you create a viable plan, make appropriate investments in qualified products, and keep your plan on track through ongoing mentoring, consultation, progress reviews and encouragement. We won't let you fail.

Together we work as partners towards YOUR success. That's what makes our programme so effective. And, as you'd expect from partners, we make sure we are completely right for each other before we commit to working together.

Find out today whether we're compatible partners.
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Platinum Partner


Limited Places


YOUR INVESTMENT COMMITMENT
IN YOURSELF:

  • $ 500,000—999,999 under investment OR
  • $ 8,000—14,999 monthly investment

$ 10,750 in ADDED benefits

What You Will Receive

Gold Partner


Available


YOUR INVESTMENT COMMITMENT
IN YOURSELF:

  • $ 250,000—499,999 under investment OR
  • $ 5,000—7,999 monthly investment

$ 5,750 in ADDED benefits

More Information

Silver Partner


Available


YOUR INVESTMENT COMMITMENT
IN YOURSELF:

  • $ 25,000—249,999 under investment OR
  • $ 2,000—4,999 monthly investment

$ 3,750 in ADDED benefits

Discover More

Palladium


By Special Arrangement


YOUR INVESTMENT COMMITMENT
IN YOURSELF:

  • $ 1,000,000+ under investment or
  • $ 15,000+ monthly investment

$ 10,750 in ADDED benefits

WORKING IN PARTNERSHIP TOGETHER, THIS IS YOUR DESTINATION

Your minimum outcome from working with us should be $ 1,000,000. (Frankly, we want you to have a lot more than that.) If you stick with your plan, you will naturally pass through the partnership tiers, as the value of your investments and savings grow. The Palladium partnership level is your ultimate partnership level.


Platinum


You receive:

  • Access to Qualified Investment Products
  • 4 Personal Onboarding/Planning Sessions; 2 Digital
    $  2,500 added value
  • Financial modelling of your personal programme and report
    $ 1,000 value
  • Quarterly strategy/ coaching calls. [45minutes] + 4 digital modules to accompany.
    $ 3,000 added value 
  • Personal one day visit to replace one strategy call. This would include investment discussion. Alternatively one strategy call would be replaced by investment discussion.
    $ 1,500 added value
  • Investment support [Momentum to provide] : 1 Non-participative webinar each trimester, in between strategy calls
    $ 1,000 added value
  • One annual personal call from Momentum
    $ 500 added value
  • Unlimited personal calls to YFSOL
    $ 500 added value
  • Access to all ongoing content
    $ 500 added value
  • Exclusive YFSOL Platinum Partner Chronometer
    $ 250 added value
  • Reduced Platinum tier fee structure
    The more money you have under investment, the lower your fee rates are. Find out more about Remuneration & Fees below.

Total added value $ 10,750

Is This Partnership Suitable? Let's Find Out

Gold


You receive:

  • Access to Qualified Investment Products
  • Hybrid personal/digital onboarding; 2 personal sessions
    $ 1,500 added value
  • Financial modelling of your personal programme and report
    $ 1,000 added value
  • 1 coaching call per year
    $ 750 added value
  • 4 digital coaching modules
    $ 1,000 added value
  • 1 investment discussion
    USD 500 added value
  • 2 investment webinars with Momentum
    $ 500 added value
  • Access to all ongoing content
    $ 500 added value
  • Reduced Gold tier fee structure
    The more money you have under investment, the lower your fee rates are. Find out more about Remuneration & Fees below.

Total added value $ 5,750

Is This Partnership Suitable? Let's Find Out

Silver


You receive:

  • Access to Qualified Investment Products
  • 4 digital on boarding sessions
    $ 1,000 value
  • Financial modelling of your personal programme and report
    $ 1,000 value
  • 4 digital coaching modules
    $ 1,000 value
  • 1 investment webinar from Momentum
    $ 250 added value
  • Access to all ongoing content
    $ 500 added value
  • 1 optional upgrade call
    Complimentary
  • Standard fee structure
    Find out more about Remuneration & Fees below.

Total added value $ 3,750

Is This Partnership Suitable? Let's Find Out

Remuneration & Fees

We prefer not to charge for mentoring, consultation, the provision of recommendations or the series of three or four meetings required to establish your financial plan.

You get these as part of your value-added benefits, assuming you proceed with our recommendations.

We are remunerated through our sister business, Yachting Financial Solutions (YFSOL), via fees for advice and investment reviews, which are paid through the recommended product providers.

While you maintain your investment commitments, we are able to provide you with the ongoing coaching, reviews and service that drive our unique partnership programme and process.

(Conversely, if you suspend your investment contributions or discontinue your investments, we may be
unable to retain you as a client.)

The fees YFSOL receives vary depending on your partnership tier. The higher the tier, the more money you are investing, allowing us to arrange lower the fee rates for you.