Blueprint Membership

Starting at $1,299 **$67 per month
  • Get access to our one of a kind educational program, The Personal Finance Blueprint
    • 5 Module templates with step by step instructions
  • Take control of your finances with our single source of truth, Finance 2.0. Track and measure your cash flow, assets and liabilities, insurance, super and much more. 
  • Receive annual Tax Tips
  • Get access to annual budget reports and video explanations
  • Twice yearly investment market reports 

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Platinum Blueprint Membership

Starting at $5,500 **$67 per month
  • A full Strategy Session with Andy where you get a custom plan for achieving your financial goals
  • Get access to our one of a kind educational program, The Personal Finance Blueprint
    • 5 Module templates with step by step instructions
  • Take control of your finances with our single source of truth, Finance 2.0. Track and measure your cash flow, assets and liabilities, insurance, super and much more
  • Receive annual Tax Tips
  • Get access to annual budget reports and video explanations
  • Twice yearly investment market reports 

SIGN UP NOW

Private Client Membership

Starting at $5,500 $459 Billed Monthly
  • Access to our entire team of professionals including your own financial planner, Andy Fenton
  • Get access to our one of a kind educational program, The Personal Finance Blueprint
    • 5 Module templates with step by step instructions
  • Take control of your finances with our single source of truth, Finance 2.0. Track and measure your cash flow, assets and liabilities, insurance, super and much more. 
  • Receive annual Tax Tips
  • Get access to annual budget reports and video explanations
  • Twice yearly investment market reports
  • A complete planning cycle
    • Your Discovery appointment with Andy to discuss what your financial goals are
    • Your Strategy Session where Andy outlines our team’s entire plan for achieving your goals and getting you to financial freedom
    • Your Induction meeting with Andy to finalise your financial plan and implement the steps we have outlined
    • A review every year to check in with the team, let us know of any changes to your circumstances, and reassess your plan on a regular basis

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