Financial Planning

At Seek Financial Solutions, we believe in the importance of working with you throughout the year.

Ours is not a one off service. We build relationships with our clients. We get to know you and what you are trying to achieve. 

We are here for you throughout the year whether you have a quick question or a major change in the direction of your life. 

It is for this reason that all of our packages are based on a direct debit monthly fee, you just need to choose the option that suits you best and click “get started”.


Startup

  • Statement of Advice
  • 72 hour support
  • .
  • Risk Insurance Review
  • Home Loan Review & Comparison
  • Estate Plan Review
  • Quarterly Newsletter
  • Annual Portfolio Snapshots
  • Active Portfolio Monitoring
  • 2 Portfolio Transactions PA
  • .
  • Annual Investment Review

$165* pm

Let's get started!

Growth

  • Statement of Advice
  • 48 hour support
  • 2 meetings a year
  • Risk Insurance Review
  • Home Loan Review & Comparison
  • Estate Plan Review
  • Quarterly Newsletter
  • Half Year Portfolio Snapshots
  • Active Portfolio Monitoring
  • 6 Portfolio Transactions PA
  • Half Yearly Investment Review
  • .

$275* pm

Let's get started!

Professional

$ 99

Per Month

  • Statement of Advice
  • 24 hour support
  • 4 meetings a year
  • Risk Insurance Review
  • Home Loan Review & Comparison
  • Estate Plan Review
  • Quarterly Newsletter
  • Quarterly Portfolio Snapshots
  • Active Portfolio Monitoring
  • Unlimited Portfolio Transactions.
  • Half Yearly Investment Review
  • .

$495* pm

Let's get started!

Retirement

$ 99

Per Month

  • Statement of Advice
  • 72 hour support
  • .
  • .
  • .
    .
  • Estate Plan Review
  • Quarterly Newsletter
  • Annual Portfolio Snapshots
  • Active Portfolio Monitoring
  • 2 Portfolio Transactions PA
  • .
  • Annual Investment Review

$135* pm

Let's get started!


If you need sales or purchase invoices entered or any extra services, please use the “quote me” option below and provide us with details of how many per month.
*All options are based on you being on either Xero or MYOB Cloud based software (software subscription not included in price)

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We’ll prepare your custom quote and will be back in touch shortly.

 

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