Results Delivered*
Financial Planning
*Demonstrate that value added is significantly greater, or there is no cost.
WHY US?
The Expert Wealth Difference
Expert Wealth began with the simple concept. The value of our help, must be significantly greater than the cost.
Expert Wealth is a collective of likeminded, award winning, financial advisers who all have ownership in their clients success. Combining over 50 years of experience to create a financial services company that helps clients achieve data backed results. Collaborating with Accountants and clients direct, the Expert Wealth team better manages data, reducing fee layering to deliver tangible results.
How do we achieve this? Proprietary systems, market leading technology and digital delivery drive down the cost of advice. Our data modelling enables insights that measure the value added, and we can prove it. If the value added is not significantly greater than the cost, there is no cost. That is our wealth promise.
SERVICE PACKAGES
(In most instances, fees can be paid from super)
INSURANCE
No upfront advice fee*
Insurance
Planning for the best includes preparing for the unexpected. Obtain peace of mind by knowing that you and your loved ones are covered.
+ SUPER
$1850
Super + Insurance
Is your super performing? Does your insurance cover your current lifestyle? We can tailor a package just for you.
+ WEALTH
$2450
Wealth + Super + Insurance + Property + Debt + Lending
Want to know how much wealth you can have and the changes needed to attain it? Our comprehensive modelling achieves this.
RETIREMENT PLANNING
$2850
Wealth + Super + Insurance + Property + Debt + Lending + Retirement
Planning for, transitioning into or currently retired? Our comprehensive modelling and strategies details exactly what you can achieve out of your ideal retirement.
SMSF
+$1250
SMSF investment services working in collaboration with your Accountant. Can be added to an existing service package.
ACCOUNTING PARTNERS
Become a partner
Financial services that work as an extension to your Accounting practice. All the benefits of in-house collaborative financial planning, minus the costs and hassle.
Fees listed above are upfront advice fees and are based on time, complexity and value added. Additional fees may apply (ie admin, implementation, additional services not listed etc) and be will included in your statement of advice for your approval prior to implementing. *No upfront advice fee is paid for insurance only advice. We may receive brokerage from an insurer.
To see real life case studies of how we help clients, click below.
I was reluctant to visit a Financial Planner for a long time, and after my first visit with Expert Wealth, I wished I had not put this off for so long. I respect and trust their advice and appreciate that they took the time and trouble to be sure I understand the recommendations and advice, I appreciate this very much.”