Call to Enquire

09 306 5820

Introductory Offer

Talk to an expert. We'd love to have a quick chat about how we can help you achieve your financial and lifestyle goals.

You can use this appointment to gain a better understanding of the services and culture that Wealth Works employ. After that appointment, you can then decide whether to further the relationship with Wealth Works. 

Hourly Consultation Rates

$250 + GST (Authorised Financial Adviser)

$150 + GST (Support Team)

The following fixed price agreements are available:

Comprehensive Financial Plan: $2,490 incl GST

Includes 3 meetings with an Authorised Financial Adviser, a personal and written comprehensive strategy plan and implementation of recommendations.

Platinum Membership: $120 incl GST per calendar month

Includes a full annual review and update of your financial plan, monthly cashflow monitoring, unlimited financial support and advice, exclusive invitation to seminars/events. (minimum 12 month membership)

Silver Service: $89 incl GST monthly per calendar month

Includes a full updated financial plan plus two hours of advice or service throughout the year when you need it. This could be used on a maximum of four different occasions. The perfect solution if you only need limited support but still want to assess annually how your financial position is improving and moving closer towards your goals. Will also ensure that you are not missing any opportunities along the way.

 

 

 

 
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