FINANCIAL PLANNING SERVICES

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Financial advice to help you live the life you want

We tailor our services to your future goals, lifestyle and specific circumstances. We offer two comprehensive options based on an annual fee which covers our advice, suggestions, meetings, documentation and any adjustments for changing circumstances.

Thrive service package

Our Thrive ongoing service package is a comprehensive financial service that is perfect for most people, particularly those starting to think about managing their wealth. No matter what your motivations and vision for your future, we can help create a bespoke wealth plan for you.

What’s included

Meetings

  • An initial discovery meeting to get to know you and understand how we can help.
  • In depth strategy meeting to fully explore your situation, challenges and goals, to inform you of relevant options and start formulating a plan for you.
  • Presentation of your plan to explain our recommended strategic direction, any investment, super or life insurance products needed, and agreeing on a path forward.

Advice

  • Your own financial adviser who you can contact at any time to discuss any queries or changes to your current circumstances.
  • Annual reviews of your financial plan and investments to discuss how the year went, your vision for the year ahead and any changes or new goals for your future.
  • A scheduled follow-up during the year to check in on your progress with the plan.

Reports and tools

  • An outline document and detailed financial modelling, giving you an overview of how we can help based on your current needs and long-term goals.
  • A tailored strategy and plan for the year taking into account your circumstances and aspirations, as well as the current economic conditions, legislation and regulations that need to be adhered to.
Starts from$400inc. GST per month
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Prosper service package

Perfect for people with complex finances, share portfolio and businesses, our Prosper ongoing service package is our complete package of services to manage and look after your finances. Nothing is too complex to make your path to the future you want clear and stress-free.

What’s included

Meetings

  • An initial discovery meeting to get to know you and understand how we can help.
  • In depth strategy meeting to fully explore your situation, challenges and goals, to inform you of relevant options and start formulating a plan for you.
  • Presentation of your plan to explain our recommended strategic direction, any investment, super or life insurance products needed, and agreeing on a path forward.

Advice

  • Your own financial adviser who you can contact at any time to discuss any queries or changes to your current circumstances.
  • Twice yearly reviews of your financial plan and investments to keep on top of any economic, market or personal changes including new goals for your future.

Reports and tools

  • An outline document and detailed financial modelling, giving you an overview of how we can help based on your current needs and long-term goals.
  • A tailored strategy and plan for the year taking into account your circumstances and aspirations, as well as the current economic conditions, legislation and regulations that need to be adhered to.

Added value

  • Ongoing work throughout the year for complex portfolios, structures and strategies.
  • Engaging other professionals such as accountants, solicitors and mortgage brokers to help you achieve your goals.
Starts from$650inc. GST per month
Enquire today
Wealthyer one off financial services melbourne geelong

Major life decisions

One-off service

Struggling to make big life decisions and need assistance with your financial pathway? We understand that the choices can be overwhelming and potentially influence your future plans.

We provide personalised and clear recommendations that align with your goals and aspirations, including detailed modelling to highlight the impacts on your finances.

Our project fee will vary depending on your specific needs and requirements.

Between$3,850 – $7,700inc. GST

Enquire today

Decisions we can help with

Property

  • Deciding if you should invest in property
  • Help you when purchasing your first home

Insurance

  • Reviewing life insurance premiums
  • Choosing the right life and disability insurance policy

Finances

  • Help with loved ones navigating the aged care system
  • Reviewing or starting an investment portfolio for the future

Retirement

  • Looking at when you can retire
  • Planning for your retirement

Between$3,850 – $7,700inc. GST

Enquire today

Financial planning services for every part of life

Career

Starting a business
Work/life balance
Job and career change

Home

Budgeting
Expenses
Marriage
Starting a family
Home upgrade
Insurance
Holidays/Travel
Children’s education
Saving for your future

Income

Investing
Inheritance
Superannuation
Estate planning

Financial planning services for every part of life

Career

Starting a business
Work/life balance
Job and career change

Home

Budgeting
Expenses
Marriage
Starting a family
Home upgrade
Insurance
Holidays/Travel
Children’s education
Saving for your future

Income

Investing
Inheritance
Superannuation
Estate planning

Take the first step towards a future you want

Start with a chat
Contact us
0411 149 044
hello@wealthyer.com.au
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© 2023 Wealthyer Pty Ltd ABN: 66 632 448 947

Corporate Authorised Representative No: 1275864 of Wealthyer Advice Assurance Pty Ltd
ABN: 92 663 398 365 AFSL No: 544 785

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