Initially, we won’t know how much value we can add to your world until we’ve had a chance to listen to your goals and dreams, this is why your first meeting with us is covered at our expense (1+ hours of our time for no cost to you).
Because we believe in keeping advice simple, we have a simple fee model. To help you get all of your Goals planned and all of your foundation's setup (e wealth portal, Debt, Banking, Super, Insurance, Legal etc.) there is a set price of $2500, or $4950 if we are also setting up your Self Managed Super Fund.
Nearly everybody that decides to get our help also wants ongoing advice and support from us. For that, we simply charge $295 a month for our e-wealth portal and from $395 per month for SMSF advice and admin.
If you choose to leave… we stop charging…. immediately… no strings attached.
So, what have you got to lose…. book a 100% obligation free discussion today.