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product-essentials

Essentials

$9.99 plus GST

This is our most popular product. Our experienced and quality professionals can provide all the advice you need to get the basics right and your life in order.

Product Description

This is our most popular product. Our experienced and quality professionals can provide all the advice you need to get the basics right and your life in order.
You can choose from the following options:

  • Standard Wills Package Couple (including wills, powers of attorney & guardianship instrument drafted by a lawyer) $800 plus GST
  • Standard Wills Package Single (including will, powers of attorney & guardianship instrument drafted by a lawyer) $600 plus GST
  • Discretionary Trust Wills Package – Couple (including wills, powers of attorney & guardianship instrument drafted by a lawyer) $2,600 plus GST
  • Discretionary Trust Wills Package – Single (including will, powers of attorney & guardianship instrument drafted by a lawyer) $1,600 plus GST
  • 1 hour with an accountant to discuss personal taxation and accounting strategies –  $300 plus GST
  • 1 hour with a financial planner to discuss life insurance, binding nominations and superannuation strategies – no additional cost
  • 1 hour with a mortgage broker to review your mortgage and/or borrowing capacity $200 plus GST (fully refundable if a loan application is made within 3 months)

* An upfront admin fee of $9.99 plus GST is payable in respect of this package. You agree to pay each service provider directly for the services provided.