T H E  P R O C E S S

  1. 1. Setting your goals and objectives
  2. 2. Identifying your priorities
  3. 3. Reviewing your current position
  4. 4. Looking at your income and expenditure
  5. 5. Establishing your attitude to risk
  6. 6. Deciding on an asset allocation
  7. 7. Reviewing your structural options
  8. 8. Developing your strategy
  9. 9. Implementing your strategy
  10. 10. Review and update of your strategy

Fee For Service

Your best interests and welfare are at the heart of our fee structure. We never accept commissions or other incentives resulting from our recommendations. Any commission we do receive is rebated to you in full where possible or donated to a charity of our choice on an annual basis.

Any service or work we provide you is priced up front and represents the value of the services to you. Our fee is not based on the amount of money you have to invest, or the income you derive. It is neither based on any premium you pay, nor any product you purchase.

Above all we have a commitment to act honestly, fairly and ethically.

Catapult Wealth prides itself on this transparent fee for service offering and where commissions cannot be refunded directly to the client, Catapult Wealth donate all rebated revenue to the Catapult Foundation, ensuring a true fee for service approach.