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PROFESSIONAL ADVISER PLANS
Financial diagnostics
Choose the right plan so you can collect data smarter
Financial diagnostics
for every adviser’s business
Choose the right plan so you can collect data smarter
and bring confidence to any financial modelling.
PROFESSIONAL
*Book ‘Advice Builder / Discovery’ Consultation.
See pricing below.
$300
/mo*
Includes 1 adviser (+2 free admin)
Supporting small businesses
Features
- Introductory Training
- Personal Information
- Property & Assets
- Mortgage & Projects
- Income & Lump Sums
- Expenses & Budgets
- Investment Property
- Insurances
- Scenario Builder
- Client Sign-in
- Reports
- Advice Template Builder**
*Book ‘Advice Builder / Discovery’ Consultation.
See pricing below.
PROFESSIONAL / PLUS
**Book ‘Advice Builder / Discovery’ Consultation.
See pricing below.
$350
/mo*
Includes 1 adviser (+2 free admin)
Elevating your business with custom advice
Features
- Introductory Training
- Personal Information
- Property & Assets
- Mortgage & Projects
- Income & Lump Sums
- Expenses & Budgets
- Investment Property
- Insurances
- Scenario Builder
- Client Sign-in
- Reports
- Advice Template Builder**
**Book ‘Advice Builder / Discovery’ Consultation.
See pricing below.
ENTERPRISE / PLUS
**Book ‘Advice Builder / Discovery’ Consultation.
See pricing below.
$250
per user /mo*
For 2+ advisers (or users)
Growing businesses with bigger teams
Features
- Includes all features in Professional +
-
Extended Team Training
and Ongoing Support - Custom Team Creation
- Single Sign-on Login $POA
- Segregated Database $POA
- Advice Template Builder**
**Book ‘Advice Builder / Discovery’ Consultation.
See pricing below.
PERSONAL PLANS / PUBLIC
Take control and improve your financial position.
An effective tool to take the guesswork out of your future finances.
STARTER PLUS
$250
/year*
A personal plan to get ahead and improve your household finances.
Features
- Training Videos
- Personal Information
- Property & Assets
- Mortgage & Projects
- Income & Lump Sums
- Expenses & Budgets
- Investment Property
- Scenario Builder
- PDF Report
PREMIUM
$50
/mo*
A personal plan for individuals serious about their property investments.
Features
- Training Videos
- Personal Information
- Property & Assets
- Mortgage & Projects
- Income & Lump Sums
- Expenses & Budgets
- Investment Property
- Scenario Builder
- PDF Report