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Choose your plan per licence or contact us for guidance on customising a solution

  • Essential-$165 p/m or $1,920 annually

    165A$
    Every month
     
    • Digital Signatures 10 /month
    • Task Management single board
    • Balance Sheet Management
    • Budgeting Tool
    • Key Date tracking
    • Mini Goal setting
    • Family Tree Visualisation
    • Family Health Check
    • Mobile App

  • Professional

    375A$
    Every month
    Essential Plus
     
    • Digital Signatures 30 /month
    • Task Management Multiple board
    • Financial Calculators
    • Emotional Money Insights
    • Discovery Tool
    • Secure Messaging
    • Broadcast System
    • Risk Profiling Detailed
    • Values and Goals
    • Consultation
    • Custom Forms
    • Preferences
    • Financial Wellness
    • Action Items
    • One Page Plan
    • What we did
    • Financial health check
    • File notes

  • Premium- $495 p/m or $5,700 annually

    495A$
    Every month
    Professional plus
     
    • Digital Signatures750 /month
    • Advanced Task Management
    • Financial Calculators - goals and risk
    • Insurance planning modules
    • workflow management
    • Financial Strategy Creation
    • Goals
    • Strategies
    • Pricing conversions
    • Proposal
    • What we did
    • Delegation Brief
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