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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 |
