New Month-To-Month Subscription Packages

Retirement Plan

$2,950 one-off payment

  • Free Initial Meeting
  • Detailed Retirement Plan
  • Self Managed Super Fund Strategies (if suitable)
  • Investment Portfolio Recommendations
  • Target Retirement Balance and Contributions Required
  • Guidance for Establishment of SMSF
  • SMSF Loan options
  • SMSF Insurance recommendations
  • No ongoing obligations

 

Schedule Your Meeting Today

12 Month Makeover Service

$250 p.m x 12

  • Comprehensive checklist review of your fund
  • 90 Day phases in each area including,
  • Analysis of your Trust Deed
  • Review and update of your Investment Strategy
  • Benchmark of all of your assets and portfolio using Morningstar analysis
  • Examination of any lending structures (where applicable)
  • Review of costs for all aspects of your fund and options provided
  • Market review of any personal insurance
  • Suggested SMSF strategies provided based upon your goals
  • Quarterly Video Zoom meetings to discuss results of each phase of the Service
  • Gain confidence and peace of mind with your SMSF
  • No Ongoing, Annual Contract

Gain peace of mind today

Platinum SMSF Subscription

$458 /month

  • Retirement Plan
  • Capital tracking to the plan
  • SMSF strategies
  • Regular reviews
  • Cancel Any Time
  • No Annual Contracts
  • Fixed Subscription Fee Monthly
  • Fees not Tied to Your Assets
  • Portfolio Management
  • New investment opportunities
  • Lending Strategies
  • Risk assessment advice including insurance

Schedule Your Meeting Today