Why ClearGauge
Trust deserves
verification.
An independent second opinion can help establish whether an existing financial strategy still fits the decisions and circumstances that matter now.
A clear question for an independent review
A family’s investments, retirement arrangements, property, trusts and offshore assets may have developed at different times and with different professionals. The important question is how those arrangements work together towards the family’s objectives.
Sometimes an independent review confirms that the existing approach remains appropriate. Sometimes it identifies improvements or matters requiring further investigation. Both outcomes can be useful. The purpose is to improve the basis for a decision.
Professional judgement, with a defined scope
A Financial Clarity Review begins by agreeing the questions, the work and the fee. It results in an independent written report. There is no obligation to appoint ClearGauge for ongoing advice afterwards.
Where the question concerns a direct-share portfolio, Share Portfolio Guidance can provide a more focused engagement. Continuing financial planning and portfolio oversight are considered separately through Ongoing Advice.
Understand the price in rand
The agreed advisory tier reflects the scope and complexity of the engagement. Fees are percentage-based below the applicable threshold and capped thereafter. The family-level relationship helps interconnected financial decisions receive a coordinated view.
The percentage below the cap means the fee can change with the relevant portfolio value. Monthly fee caps are reviewed annually in March. Any changes are communicated in advance and applied in accordance with the agreed terms. ClearGauge advisory fees are separate from investment-management, platform and other provider charges.
Read the rates, caps and terms
Verify the professional and the process
A prospective client should be able to understand how an adviser is paid, what work will be provided, who holds the investments and how conflicts are managed. ClearGauge provides regulatory verification links and its principal governance policies for that purpose.
Start with your question.
A short introduction is enough to begin a conversation about the appropriate next step.
Contact ClearGauge