Choose your pricing plan

  • Family Shield

    $48.66
    Every month
    General Advice, news and fraud monitoring.
     
    • General Advice when requested
    • Fraud monitoring for supervised products
    • Monthly newsletter
    • Administration services
    • Financial Crisis support
    • Basic documentation storage
    • Timely general advice emails and texts

  • Financial Advice EF

    $110
    Every month
    Ongoing personal financial advice after initial entry fee
    Valid for 12 months
    • Portfolio reports
    • Insurance review
    • Record of Advice document once per year
    • Contribution and savings advice
    • Estate planning advice
    • Budget and planning
    • Investment forecasting

  • Financial Advice NEF

    $280
    Every month
    Ongoing personal financial advice with no upfront fee
    Valid for 12 months
    • Portfolio reports
    • Insurance review
    • Record of Advice document once per year
    • Contribution and savings advice
    • Estate planning advice
    • Budget and planning
    • Investment forecasting

  • Trial

    $0
     
    Have a quick look at our system
    Valid for one week
    • no services are included this just allows you have a look

  • SMSF & Advice

    $375
    Every month
    Administration and Financial Advice all in one
    Valid for 12 months
    • SMSF Administration
    • SMSF Tax return and lodgement
    • SMSF Auditing Fees
    • Portfolio Reviews
    • Insurance Plan Fund Review
    • Investment Forecasting
    • Contributions and Draw down advice for up to 4 members