Working with over 3,000 clients, Thrive Advice have a pretty good understanding of what accounting services are needed.

That’s why we’ve bundled up the most popular into affordable packages. If you’re unsure if your accounting needs can be met within these bundles, get in touch and we’ll tailor our accounting services specific to you.

Initial Advice Fees and Services

To help get your journey started, we advise we may charge an upfront payment of $595 inc GST for us to begin the advice process.

The remaining portion will be billed upon advice presentation. Prices current as at 1 March 2022.

STATEMENT OF ADVICE – SOA
A SOA outlining recommendations tailored to meet your personal needs, goals and objectives.

STRATEGY PLANNING
In-depth planning and research to ascertain financial products and formulate strategic recommendations in line with your best interests.

 

NEEDS ANALYSIS
A needs analysis that incorporates your desired lifestyle, personal needs and current financial circumstances.

INSURANCE REVIEW
Review of your insurance policy(s), factoring in your current circumstances (financial and lifestyle) to ensure your cover continues to meet your needs.

IMPLEMENTATION
With your permission, we will action the recommendations outlined in your SOA, so you don’t have to! We submit and follow up forms onyour behalf, liaise with insurance providers,establish and/or alter superannuation and investment accounts.

INSURE

Insurance Only package aimed to review your current insurance policies.

$2,200 inc GST.

The Basics include….

  • Statement of Advice - SOA
  • Needs Analysis
  • Implementation

ALIVE

A package aimed to review your current insurance policies.

Starting from $3,500 – $4,500 inc GST
  • Statement of Advice - SOA
  • Preparation of up to 4 tailored strategies
  • Needs Analysis
  • Insurance Review
  • Implementation

STRIVE

Wanting to take your investments to the next level? This package will help you Strive toward it.

Starting from $4,500 – $6,500 inc GST
  • Statement of Advice - SOA
  • Preparation of up to 6 tailored strategies
  • Needs Analysis
  • Insurance Review
  • Implementation

THRIVE

For the complex investor, this package will not only help you Thrive, but also your investments.

Starting from $6,500 – $8,500 inc GST
  • Statement of Advice - SOA
  • Preparation of 8 plus tailored strategies
  • Needs Analysis
  • Insurance Review
  • Implementation

Thrive Plan offers the following Ongoing Advice Packages:

ALIVE

The Alive package is recommended if total FundsUnder Management (FUM) is greater than $300K.

Priced from $3,800 inc GST
  • 1 strategic annual advice review
  • Access to dedicated service team and financial advisor
  • Investment portfolio review and report
  • Estate planning review
  • Access to seminar programs
  • Regular videos to keep you informed and educated on financial matters.

STRIVE

The Strive package is recommended if total Funds Under Management (FUM) is greater than $800K.

Priced from $5,800 inc GST
  • Everything in the Alive package plus
  • Additional meeting with senior financial advisor
  • Two investment portfolio reviews and reports
  • Priority access to dedicated team andfinancial advisor.

THRIVE

The Thrive package is recommended if total FundsUnder Management (FUM) is greater than $2M.

Priced from $7,500 inc GST
  • Everything in the Strive package plus
  • Unlimited meetings as requested withsenior financial advisor
  • Four investment portfolio reviews and reports
  • Review of Centrelink schedules (if applicable)
  • SMSF strategy and current investment review.

Our promise to you

  • That we will not give you boring reports to look at.
  • We will give you reports that you can understand and get value from
  • We will do what we say we will do
  • We will be forward thinking and supportive in our advice
  • You will not become a number, we will keep our personal touch
  • We will always innovate
  • Our advice will be common sense and fit for purpose

Thrive Plan Pty Ltd ABN 69 611 096 470 is a Corporate Authorised Representative (ASIC No. 1256624) of GPS Wealth Ltd | Australian Financial Services Licence 254544 | ABN 17 005 482 726.

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