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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 |
---|---|---|---|
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 |