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PERFECT FOUNDATIONS

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Most people start off with no direction, no plan and no strategy. Our aim is to take action, set the Perfect Foundations. 

With the benefit of hindsight, most people would say that they wished they had started earlier when it comes to planning and building their wealth. 

 

We firmly believe you're never too young to start planning for your financial future.

Perfect Foundations is suited to people who:

  • Earn a regular income but never seem to know where it goes

  • Have financial commitments and or responsibilities

  • Are looking for help in budgeting and managing money

  • Have some ideas and goals about investing but not much in the way of assets yet

  • Would like to save for a car, holiday or first home

  • Want to better understand what super can do for them and what to look out for

  • Need to better understand insurances like Income Protection, Life and TPD and Critical Illness cover, but don't know where to start

THE KEY AREAS COVERED ARE:

  • FOUNDATIONAL FINANCIAL CLARITY: Gain a clear understanding of your current financial situation, setting the groundwork for informed decision-making

  • PERSONALISED FINANCIAL GOALS: Align your financial plan with your life goals, whether it's purchasing a home, starting a business, or funding a dream vacation

  • STRATEGIC BUDGETING: Develop a customised budget that aligns with your financial goals and helps you manage cash flow effectively

  • SUPERANNUATION REVIEW: Advice on how and where your superannuation should be invested

  • PROTECTING YOU AND YOUR FAMLY: A tailored and personal insurance plan for the protection of you and your loved ones

  • ESTATE PLANNING: Guiding you through the essential components to be addressed. We equip you with the knowledge needed to make informed decisions regarding the protection and distribution of your assets

  • INTRODUCTION TO INVESTMENTS: Explore investment options aligned with your risk tolerance, providing a starting point for wealth accumulation

  • EMPOWERMENT THROUGH EDUCATION: Gain a deeper understanding of financial concepts and strategies, empowering you to make informed decisions

ONGOING ADVICE:

Our Ongoing Advice Service is designed to track your progress, hold all parties accountable, and will make sure you remain disciplined with your long-term plans.

It also includes a range of ongoing services to ensure your financial well-being:

  • ANNUAL REVIEW: Meet atleast once annually to ensure your financial plan remains relevant.

  • DEDICATED ADVISER SUPPORT: Access practical money coaching and advice via phone or email.

  • PORTFOLIO MANAGEMENT: Continuous monitoring and adjustments to your investments.

  • ADMINISTRATIVE SERVICE: Assistance with financial affairs and liaison with other professionals.

  • INSURANCE SUPPORT: Help with insurance matters, including underwriting and claims.

  • EDUCATION: Receive periodic economic and financial updates through various channels.

  • WEALTH PORTAL ACCESS: Exclusive access to our user-friendly tool for managing your finances in real-time.

Wealth Collab is a Fee for Service practice, so you will always know the exact cost before proceeding with any of our programs.

1. Let's Get Started!

The Commitment Fee is paid up front and is only charged once you agree to engage our services. The Advice Fee is charged once plan has been presented and covers the costs of preparing your Statement of Advice (SOA) and implementation of recommendations.

$550 Commitment Fee

+

$1,800 Advice Fee (for an individual)

$2,500 Advice Fee (for a couple)

You may be able to pay your Advice Fee (fully or partially) from your super. 

2. Let's Keep it on Track!

Our Ongoing Advice Service is a monthly based subscription that can be cancelled at any time. It's designed to track your progress, hold all parties accountable, and will make sure you remain disciplined with your long-term plans.

$100 per month (for an individual)

$150 per month (for a couple)

Our Ongoing Advice Service can be tax deductible and may also be paid (fully or partially) from your super. 

All pricing includes GST.

Plan pricing is an indication only, and may vary depending on personal circumstances and level of complexity.

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