Talk to us
View Table
WEALTH PLAN
SUPPORT PACKAGES
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 |
|---|---|---|---|
| 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 | |||
| Active monitoring of your investment portfolio’s research status | |||
| Will review services | |||
| Home loan review service | |||
| Annual financial plan review | |||
| Quarterly education newsletter | |||
| Quarterly wealth webinars | |||
| Half yearly financial plan review | |||
| Share trading: same day execution | |||
| Interim review in the event your circumstances change | |||
| Exclusive economist & fund manager invitation only presentations | |||
| Share trading: priority / instant execution | |||
| $150 p/month + GST | $250 p/month + GST | $450 p/month + GST |


