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PLAN COMPARISON

DASHBOARD
INVESTOR

BLUEPRINT

Dashboard set up

Dashboard Access

Dashboard Training

Dashboard Support

Monthly Financial Performance Update

DASHBOARD 

Document Vault Access

Document Vault Training

Document Vault Training Policies import

Document Vault Training Policies import

Succession Planning Expert 

DOCUMENT VAULT

1x% Discount for Wills & Power of Attorneys

Monthly Newsletter

VALUE ADDED BENEFITS

Comprehensive Financial Action Plan

Investment consultation & goal setting

Retirement Planning coaching

Tax efficiencies adviser

Personalized Investment Wealth Report

Budget Planning expert (Review)

Home loan refinancing

Life & Disability & review

Home / Car insurance & review

Investment statements Quarterly

HOLISTIC PLANNING

Free Online courses 

Couples course or kids course

Kids money course

ONLINE COURSES

Financial planning

Investment goals

Monthly budget

Life cover & short term insurance

ANNUAL REVIEW

Quarterly touch base (All family members)

Unlimited questions

WHAT'S APP GROUP

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