Comparison of Packages
For family
WEALTHPLAN
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.
| WHAT’S INCLUDED | ESSENTIAL | GROWTH | PROFESSIONAL |
| Unlimited Phone / Email Support | Standard (48 hours) | Moderate (next day) | High Priority (same day) |
| FreedomPlan Update | Annual | Annual | Half Yearly |
| Portfolio Snapshots | Annual | Half Yearly | Quarterly |
| Transactions per annum (e.g. fund switches, rebalances, withdrawals) | 1 | 3 | 5 |
| 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 |