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About HeinzBassey
Our Process
Service Plans
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Engagement Options

Our fees will depend upon the type and level of service that you require, however we always work on a fixed fee basis, which is agreed at outset.

We offer an initial discovery meeting, which is without charge or obligation, with the aim of placing you in an informed position whereby you are able to establish if our services will be of significant benefit to you and the likely costs.

Furthermore, you will always receive written confirmation of the costs and the process that we will follow before you proceed.

Service Fee Period
ENGAGEPlan Comprehensive $1499 Engagement


ENGAGEPlan Basic
  • Financial Profile Analysis
  • Goal Funding Analysis
  • Asset Allocation Analysis
  • $499 Engagement


    ENGAGEPlan Risk-Sensitive Strategies:
    Tax, Inflation, Market, Debt


    Investment Planning
  • Asset Allocation
  • Portfolio Management
  • Investment Research
  • $499 Engagement
    Retirement Planning
  • Savings Analysis
  • Income Analysis
  • $499 Engagement
    Risk-Contingency Planning
  • Survivor Needs Analysis
  • Disability Income Analysis
  • Long Term Care Analysis
  • $499 Engagement
    Asset Rebalancing:
    Monte-Carlo Analysis
    $499 Engagement
    Estate Planning $499 Engagement
    Education Funding Planning $499 Engagement
    Business-Transition Planning $499 Engagement


    Re-ENGAGEPlan $249 Engagement


    ENGAGEPlan Research & Analysis $200 Hourly
    $4999 Quarterly Retainer


    ENGAGEPlan Seminars $1499 3 Hours or more

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