Plans & Pricing

Full Financial Plan

$2500 to $6000 +gst approx

Comprehensive advice plan includes:

Written advice via a Financial Plan

Personal Risk Investment
Estate Planning
Retirement Planning
Investment Planning
Cash flow/Budgets
Debt
Implementation of recommendations

If includes UK/Aus Pension Advice, additional costs dependent upon type and number of pensions.

Risk only plan

Personal $200 - $500 +gst
Business $500 - $5,000 +gst

Risk only plan includes:

Written advice via Risk Management Plan

Analysis of existing cover
Recommendations
Implementations

ACC Review $500 + GST Minimum.

Investment only plan

$2500 to $6000 +gst approx

Investment only plan advice includes:

Written advice via an Investment Policy Statement (IPS)

Investment Analysis
Advice linked to objectives

 

Whole of Life, NZ Superannuation or similar policies $500 for analysis & recommendation on product only. Kiwisaver Advice $500.

UK Pension only + implementation plan

$2,500 +gst approx

Analysis of existing pensions: 

Written advice via a UK Pension Review Plan

Guarantees
Death Benefits
Investment funds
Scheme liquidity
Pros & cons of UK versus NZ
Fee comparison
Future benefit projections & comparisons (modelled)
Consideration of tax issues

Considers: 

Personal circumstances
Recognised Overseas Pension Scheme (ROPS) Recommendation (if relevant)
Risk Profiling
Implementation of recommendations

Additional Pensions quoted individually.

Australian Super Transfer + implementation plan

$1,500 +gst approx

Analysis of existing scheme:

Written advice via an AU Pension Review Plan

Guarantees
Investment funds
Scheme liquidity
Pros and cons
Fee comparison
Future benefit projections & comparisons (modelled)
KiwiSaver review/recommendation

Considers: 

Personal circumstances
KiwiSaver Recommendation (if relevant)
Risk Profiling
Implementation of recommendations

Quoted individually based on type and number of schemes.

Consultancy and/or
Ongoing advice

up to $400 +gst per hour

 

One to one consultancy on any matter you require guidance, support and advice on.

Ongoing advice and services can be charged on a fixed fee one off, monthly or % of funds invested (by mutual agreement).