Foundation Advice

GET THE BASICS SORTED

Know your super and insurance could do with a little attention but not sure where to start, then this is for you, you don’t need to be a high roller to get the basics right, this is for anyone earning over $50,000 that wants to get on the right track.

Foundation Advice is just as it sounds, a starter advice option to ensure you have the basics right. Get you super consolidated and working for you, review your existing life insurance and get advice on whether it is right for you.

Once the basics are in place let us manage them for you and we can catch up once a year to ensure everything is on track and still appropriate for you.

If you are wanting a bit more than just the basics, you can tack on the Check Up for some spending help or we can work out some other add ons that meet your needs, e.g getting an investment plan started.

This standard foundation advice package is:

Single – Upfront $990 + $66p/m ongoing

Couple – $1390 + $99p/m ongoing

You get peace of mind that the basics are being looked after, annual meetings with Keryn and the ability to call us to discuss finances whenever you need.

Should also have the diagram from the check up page on my current website.

Foundation Advice