Tailored Financial Solutions
Choose Your
Financial Package
From superannuation optimisation to comprehensive wealth management, we have the perfect solution for your financial goals.
Three Pathways to Financial Success
Whether you’re starting your wealth journey, building your portfolio, or seeking premium wealth management, we have a package designed for your needs.
Super Sorted
Optimise Your Superannuation Strategy
Perfect for those focused on retirement planning and superannuation optimisation
$6,200 inc. GST
- Discuss and understand your super goals
- Review current superannuation needs and risk profile
- Consolidate multiple super funds (up to 3 included)
- Consider basic life insurance needs
- Comprehensive retirement advice document
- Implementation of agreed recommendations
+1 More Feature
- Annual review meeting to keep strategies on track
Additional Options:
- Most Popular
Wealth Builder
Comprehensive Financial Strategy
$11,900 inc. GST
- Discuss future dreams, retirement planning and financial goals
- Establish baseline understanding of savings vs spending rate
- Review superannuation needs, risk profile, and asset allocation
- Evaluate investment accounts and accumulated cash
- Basic budgeting, cashflow and debt management review
- Personal insurance needs analysis
+3 More Feature
- Comprehensive advice document with recommendations
- Implementation of agreed recommendations
- Annual review meeting to keep strategies on track
Additional Options:
Platinum Package
Ultimate Wealth Management Experience
Our premium service for high achievers seeking comprehensive wealth management
$17,895 inc. GST
- In-person financial strategy review (we fly to major cities)
- Custom Managed Discretionary Account (MDA) portfolio
- Access to elite professional network (accountants, lawyers, brokers)
- Priority direct line to financial planner expertise
- VIP invitation to exclusive annual Wealth Summit
- Comprehensive wealth protection and insurance review
+7 More Feature
- Cybersecurity consultation and identity theft protection
- Family financial literacy program for children/grandchildren
- Estate planning and wealth transfer strategy
- Quarterly business valuation updates (with partner accounting)
- Capital network introductions for investment opportunities
- Foreign currency hedging strategies
- Personalised charitable giving and philanthropy plan
Additional Options:
Full-day in-person strategy session
Unlimited email support with priority response
One-on-one summit speaker sessions
Secure digital vault for important documents
Not Sure Which Package is Right for You?
Our experienced advisers will help you choose the perfect package based on your current financial situation, goals, and timeline during your free consultation.