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Choose your pricing plan
Personal Advice from:
3,500A$ÂInitial advice tailored to your personal goals and prioritiesÂ- Identify and prioritise your financial goals
- Determine your tolerance for risk
- Provide a financial plan to help you achieve your goals
- Implement all the recommended strategies
- Provide advice support for the first 12 months
Ongoing Advice from:
302.50A$Every monthOngoing advice to keep your plan on trackValid for 12 months- Provide regular reviews of your financial plan
- Administrative services
- Claims handling where required
- Cash flow management
- Newsletters and market updates
- Document storage
- Adviser access where required in between reviews
Family Shield
73.33A$Every monthGeneral Advice, News and AdministrationÂ- General Advice when requested
- Monthly newsletter
- Administration services
- Financial Crisis support
- Basic documentation storage
- Timely general advice emails and texts
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