ESTABLISHED PRO
When you are at the height of your career it is very easy to over look your finances.
Yet, this is the time when plans should be put in place.
Established Pro is a step by step financial management program that has been designed for the established elite athlete to help build enough assets for a long, stress free and comfortable retirement.
Established Pro is designed for elite athletes who:
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Are established in their professional sporting career
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Are earning a good salary but need to better understand how to manage their income
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Have financial committments and/or responsibilities/obligations
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Are looking for assistance with managing money as well as developing better and effective, long term savings habits
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Have surplus income and want to start an investment portfolio or regular investment plan
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Need to look at ways to reduce income tax
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Would like advice on purchasing their first home or investment property
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Want to better understand what super can do for them and what to look out for
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Need a Financial PT to provide the ongoing guidance and support throughout their pro sport career and beyond
Initial Advice Outcomes
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Check your current foundations / full review of your current financial position
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Establish clear and concise short, medium and long term goals
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Practical cashflow and savings plan
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Debt structuring and financial structures review
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Risk Profile analysis
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Accelerate Super
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Build Investment Portfolio (Property, Shares)
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Insurance Needs Analysis and Tailored Strategy
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Tax planning
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Strategies aligned with key goals, objectives & ambitions for the future
Your Financial Plan is comprehensive, personalised and contains
an easy to understand strategy presented within a Statement of Advice
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Ongoing Advice Outcomes
Established Pro is designed for elite athletes who are looking to accelerate their wealth through various stages such as investments, superannuation, maximising cashflow and tax planning.
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Ongoing practical money coaching and goals tracking
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Monitoring the assets within your investment and/or super portfolio and recommending adjustments where necessary
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Ongoing professional research by our investment committee and expert recommendations for your portfolio
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Providing a full valuation of your portfolio, as well as relevant news, legislative updates and information on a regular basis
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A dedicated WCG financial adviser (PT) to support you throughout the journey
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An annual review of your insurance policies, to make sure you are protected as your lifestyle and financial situation changes
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A minimum of one annual review of your progress, strategy and financial plan
FEE SUMMARY
WCG is a Fee for Service practice, so you will always know the exact cost before proceeding with any of our programs.
Our one-off Initial Advice Fee is paid up front and is only charged once you agree to engage our services. It covers the costs of preparing your Statement of Advice (SOA) and implementation of recommendations.
$5,500
This can also be split into 2 fortnightly payments of $2,750 or 4 weekly payments of $1,375
2. Let's Keep it on Track!
Our Ongoing Advice Membership is designed to track your progress, hold all parties accountable, and will make sure you remain disciplined with your long-term plans.
$4,800 per annum ($400 per month)
1. Let's Get Started!
Plan pricing is an indication only, and may vary depending on personal circumstances and level of complexity.
All pricing includes GST.
