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WEALTH PLAN
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We’re your personal FINANCIAL COACH!
Most people these days have a personal trainer / coach and pay at least $500/month for the privilege.
At Growth Prof, we’ll help you to become FINANCIALLY HEALTHY FOR LIFE for less than the cost of a personal fitness trainer.
SERVICES INCLUDED | Compliance | Advice Plus | Virtual CFO |
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Unlimited Phone / Email Support | Standard (48 hours) | Moderate (next day) | High Priority (same day) |
Freedom Plan Update | Annual | Annual | Half Yearly |
Portfolio Snapshots | Annual | Half Yearly | Quarterly |
Transactions per annum (e.g. fund switches, rebalances, withdrawals) | 1 | 3 | 3 |
Online access to your portfolio via client portal | ![]() |
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Active monitoring of your investment portfolio’s research status | ![]() |
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Will review services | ![]() |
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Home Loan review service | ![]() |
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Annual Financial Plan Review | ![]() |
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Quarterly Education Newsletter | ![]() |
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Quarterly Wealth Webinars | ![]() |
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Half Yearly Financial Plan Review | ![]() |
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Share Trading: Same Day Execution | ![]() |
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Interim review in the event your circumstances change | ![]() |
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Exclusive Economist & Fund Manager invitation only presentations | ![]() |
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Share Trading: Priority / Instant Execution | ![]() |
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$150 p/month + GST | $250 p/month + GST | $450 p/month + GST |