Adviser Packages and pricing
Concierge
Refer clients only. No faciltation service
Estate plan health check
1 business user
Concierge service
Direct referrals
$75 AUD/month*
Essentials
For starting up, single operators or a small client base
All of Concierge PLUS:
2 Estate plans per month **
10% Discount on EPOA ***
200 Life Vault
Unlimited business users
Link-based integration
Branding $750 (one-off)
$250 AUD/month*
Intermediate
Operating practice with multiple planners with growing client base
All of Essentials PLUS:
5 Estate plans per month **
25% Discount on EPOA ***
500 Life Vault
On-site integration (script)
Branding (included)
$550 AUD/month*
Advanced
For high volume practices with large client base
All of Intermediate PLUS:
10 Estate plans per month **
50% Discount on EPOA***
1500 Life Vault
Project-based integration
$950 AUD/month*
OR
* All prices in AUD and EX GST, Paid monthly
** Additional plans are charged on a per plan basis at $200 + GST per plan. For high volume subscriptions, contact us here
*** EPOA packages include:
Enduring Power of Attorney (all states),
Medical Power of attorney (Vic),
Appointment of Enduring Guardian (NSW),
Advance Care Directive (SA),
SMSF Power of Attorney (all states).
Corporate and Super funds
Contact our team to discuss volume packages