Is your time worth more than the fee?
Incorporated professionals and business owners spend an average of 18.5 hours per week thinking about their finances. Enter your numbers to see what that costs you — and what you could get back.
Based on Ocean 6 returning 80% of time previously spent on financial management. Results are illustrative only. Actual time savings will vary by individual.
How do the fees actually compare?
Enter your investable assets and current fee percentages to see what you are paying — and what you would pay with Ocean 6.
Investment cost = assets × (management fee + MER/TER). Traditional total excludes financial planning fees. Ocean 6 total includes investment management plus advice plan. Figures are illustrative; actual fees may vary.
See the full picture — including what you used to pay.
Compare a traditional investment-only model, your previous advisor arrangement, and what Ocean 6 costs — side by side.
Investment cost = assets × (management fee + MER/TER). Previous total includes your previous advisor's investment and planning fees. Ocean 6 total includes investment management plus advice plan. Figures are illustrative; actual fees may vary.
Your plan should work as hard as you do.
A 30-minute strategy call is free, and it costs nothing to find out if we are a fit. Most clients leave with at least one actionable idea they can use right away.
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