This package is designed for high-net worth individuals and busy professionals. We understand that you are time poor and in this premium package, our professionals will come to you (Sydney only).
You can choose from the following services*:
- A comprehensive life health check for executives – $150 plus GST
- 1 hour with a lawyer to discuss estate and succession planning strategies and a will, power of attorney and guardianship instrument drafted by a lawyer – $2,500 plus GST
- 2 hours with an accountant to discuss personal taxation, investment and accounting strategies -$800 plus GST
- 2 hours with a financial planner to discuss insurance, binding nominations and superannuation strategies –no additional cost
- 1 hour with a mortgage broker to review your mortgage, loan structure and/or borrowing capacity – no additional cost if a loan application is made within 2 months, otherwise $200 plus GST
- Review of employment contract (excluding negotiations) – $500 plus GST
- Family Trust Deed drafted by a lawyer – $1,000 plus GST
- 1 hour Executive Career Coaching – $495 plus GST
*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.