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
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
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