PLAN COMPARISON
Simple, transparent pricing that
grows with you
Our dashboard and unbiased personal guidance empower you to enjoy the priceless things in life. Because every situation is different, Soulful Money’s packages are designed to suit short-, medium-, and long-term goals.
DASHBOARD - Simplify and unite your money matters with our all-in-one dashboard.
INVESTOR - Build a secure future and access specific, sound investment advice.
BLUEPRINT - Maximise your finances with a complete financial.
PLAN COMPARISON
DASHBOARD
INVESTOR
BLUEPRINT
Dashboard set up
✓
✓
✓
Dashboard Access
✓
✓
✓
Dashboard Training
✓
✓
✓
Dashboard Support
✓
✓
✓
Monthly Financial Performance Update
✗
✗
✓
Document vault access
✓
✓
✓
Document vault training
✗
✓
✓
Policies import (administration)
✗
✓
✓
Succession planning expert
✗
✓
✓
Succession planning expert
✗
✓
✓
VALUE-ADDED BENEFITS
PLAN COMPARISON
DASHBOARD
INVESTOR
BLUEPRINT
Discount for wills and power of attorneys (10%)
✓
✓
✓
Monthly newsletter
✓
✓
✓
HOLISTIC PLANNING
PLAN COMPARISON
DASHBOARD
INVESTOR
BLUEPRINT
Comprehensive financial action plan
✓
✓
✓
Investment consultation and goal-setting
✓
✓
✓
Retirement planning coaching
✗
✓
✓
Tax efficiency adviser
✗
✓
✓
Personalised investment wealth report
✗
✗
✓
Budget planning expert (review and coaching)
✗
✓
✓
Home loan refinancing (review and coaching)
✗
✓
✓
Life and disability review (review and coaching)
✗
✓
✓
Home or car insurance review (review and coaching)
✗
✓
✓
Investment statements (quarterly)
✗
✓
✓
ONLINE COURSES
PLAN COMPARISON
DASHBOARD
INVESTOR
BLUEPRINT
Free online courses
✗
✓
✓
Couples or kids course
✗
✓
✓
Kids money course
✗
✗
✓
ANNUAL REVIEW
PLAN COMPARISON
DASHBOARD
INVESTOR
BLUEPRINT
Financial planning
✓
✓
✓
Investment goals
✗
✓
✓
Monthly budget
✗
✗
✓
Life cover and short-term insurance
✗
✗
✓
WHATSAPP GROUP
PLAN COMPARISON
DASHBOARD
INVESTOR
BLUEPRINT
Quarterly base touch (all family members
✗
✓
✓
Unlimited questions