Making advice accessible and affordable to all Australians

Better Budgeting Free

Cash flow Analyser

$10
per week
 
  • Setup Fees$89
  • What you get

    You will be matched to an experienced adviser who will select the lowest cost superannuation fund, set up your budget and categorise your spending based on the last 12 months. Our adviser will help you set some short term goals and an automatic savings plan. You will get an up to date valuation on your property and car and a detailed retirement income report to make sure you are on track.
    Our advisers will take you through all the traps that may impact you reaching your full potential.

Work 1-on-1 with your Planner to build new spending habits (and break some old ones). Get on a real, sustainable budget that fits your lifestyle.

More details.
Sample Plan

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Professional Money Manager

$20
per week

Tax Deductible

  • Setup Fees$499
  • What you get

    For a tax deductible fee you will get a qualified financial planner and Accountant that will categorise all your transactions and match them against your budgets and prepare your tax return and set up a simple Will that will protect your Estate. Your adviser will review your borrowing power and consolidate all your debts and pay your bills. All your receipts and documents will be stored on the cloud in a secure vault. Your financial planner will prepare a statement of advice to set a course of action that will be reviewed quarterly and your investments will be rebalanced after consultation with our investment committee.

Declare what you want - freedom from debt, security for your family, or an amazing trip. Your Planner will build you a custom plan to help you get there. More details.
Sample Plan

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Wealth Builder

$30
per week
 
  • Setup Fees$899
  • What you get

    The wealth builder program is when you get serious about your money. After you have set up your budget, set up your 5 year investment plan and set up your What-if scenarios with your adviser you will now be able to set up your own self managed super fund to invest in our model portfolios. You will have your investment actively managed by our specialist investments committee and re weighted every quarter automatically using our sophisticated investment software.

Start training for the world's hardest game: investing. Your Planner will help you grow into a disciplined and balanced portfolio manager.

More details.
Sample Plan

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CFP