Apply
Login

Wealth.

We have helped hundreds of clients gain clarity on their financial position by utilising our special financial software to visualise their finances. Step-by-step we walk through your financial situation and goals, to see what is achievable on your current path and strategise what changes have to be made to get on the right path.

Having that confidence that you are on the right path to achieving your goals, pays dividends over time by keeping you motivated to stick to the plan, benefitting you financially and mentally!

The Money Men | Package Overview

Let us take you on a journey of your life and strategise what lies ahead.

Financial Health Check

A 60-minute session designed to assess your current financial position and goals.
$ 550
  • Personalised financial modelling to fully understand your situation
  • A deep dive into your goals and options for making informed decisions
  • No official advice or strategy provided during this session
  • Financial Mapping Software included for 1-month post-meeting, with an optional 12-month software subscription for $100 p.a.
  • Annual Review: $475
  • Deliverable: A detailed report outlining your current financial position.
Enquire Now
*All prices include GST.

Wealth Map

A comprehensive strategy-building process to refine and map your financial future.
$ 2,100
  • Detailed financial modelling and strategy development
  • Scenario testing to find the best strategies for your goals
  • Advice on KiwiSaver, mortgages, insurance, money management, and long-term strategy
  • Review of potential risks and potential investment options
  • Financial Mapping Software included for 12 months, with an optional subscription included with annual reviews
  • Annual Review: $475 (includes an additional 12-month software subscription)
  • Deliverable: A report outlining your tailored financial strategy, plus KiwiSaver, mortgage, insurance, or money management advice based on your strategy.
Enquire Now
*All prices include GST.
Popular

Invest Right

A 60-minute session focused on creating and executing an investment strategy tailored to your financial goals.
*$875
  • A customized investment strategy and portfolio structure
  • Clear understanding of risks and long-term projections for your investments
  • Guidance on independently managing your portfolio
  • Recommendations on investment providers and portfolio structure
  • Annual Review: $475
  • Deliverable: A Statement of Advice and assistance with portfolio setup.
  • *Fee is 0.5% of the initial investment amount (minimum of $749)
Enquire Now
*All prices include GST.​

Plan Reviews

Biannual Reviews

$ 85 monthly
  • Comprehensive review of your financial plan and current position
  • Detailed financial analysis of your updated situation
  • Future goal projections with financial insights
  • Access to our state-of-the-art financial planning software
  • Updated financial strategies and forecasts
  • Direct access to your adviser via phone and email between review sessions
  • Ongoing accountability to help you stay on track
Enquire Now
*All prices include GST.

Quarterly Reviews

$ 185 monthly
  • In-depth review of your financial plan and current position
  • Detailed financial analysis of your updated situation
  • Future goal projections with financial insights
  • Access to our state-of-the-art financial planning software
  • Updated financial strategies and forecasts
  • Direct access to your adviser via phone and email between review sessions
  • Ongoing accountability to help you stay on track
Enquire Now
*All prices include GST.
Popular