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Plan Me Packages

Your financial health is just as important as your physical and mental health, so we believe it should be as easy to understand and access.

Plan Me have decided to make financial health simple and affordable by creating packages just like your health care. Only pay for the level of service you need.

Basics

Is our entry level package available for singles and couples who are younger and less likely to require complex financial planning.

  • Annual Review Meeting
  • 6 monthly portfolio re weight
  • 6 monthly phone call
  • Future advice fee payable

Essentials

Is our intermediate package great for couples and families that are starting to think about the future with investing, wealth creation and wealth protection. 

  • 6 monthly review meeting
  • 3 monthly portfolio re weight
  • Quarterly Industry and Market update email
  • 2 Free SoA’s for referred friends and family members
  • Future advice included in fee

Premier

Is our top level package suitable for clients with investments, who are starting to focus on retirement strategies, and are looking for a proactive wealth creation and protection plan. 

  • 6 monthly review meeting
  • 3 monthly portfolio re weight
  • Quarterly Industry and Market update email
  • Quarterly Networking Functions and Presentations
  • Full access to Adviser
  • Invitations to Corporate Box
  • 3 Free SoA’s for referred friends and family members
  • Monthly cashflow and budgeting advice
  • Future advice included in fee

Platinum

Is our premium level package suitable for clients with complex investments, SMSF, are focused on retirement planning, who are looking for an aggressive wealth creation and protection strategy. 

  • Bespoke Investment Portfolio
  • 3 monthly review meeting
  • 3 monthly portfolio re weight and full review
  • Quarterly Industry and Market update email
  • Quarterly Networking Functions and Presentations
  • Full access to Adviser
  • Invitations to Corporate Box
  • Unlimited Free SoA’s for referred friends and family members
  • Cashflow Bank Account reconciliation
  • Future advice included in fee

How we've helped our clients...

"Starting up a new business isn’t easy, with so many things to think about it can be quite a stressful process. With the services of Lend Me Asset Finance and Locate Me, they have really helped to take this stress away in the way of meeting me on my job sites to sign documents and dealing directly with the Car Dealers, Bobcat Dealers and even my accountant.

The guys at Lend Me really do take the time to listen to what you are after and work in to suit you and make the transaction so simple and convenient, I can’t thank them enough! I’ve also recommended their services to 3 friends already and have only had good feedback. Lend Me have certainly gained a client for life! Reece"

"Hi there, Saturday just gone, I picked up my dream car, a 2013 black lancer LX.

I'd like to take this chance to say Lend Me Car Loan customer service was by the far the best I have ever received. What I thought was going to be tough work turned out to be the opposite. The process easy, simple and quick for me, she did the hard yards... I will be recommending friends and family... Thanks again! Regards, Stephanie"

I just wanted to say thank you... This has been the smoothest process. You and the other girls I dealt with at Lend Me Home Loans were so friendly and so efficient with everything, I felt like I was the only customer you were dealing with.

I will definitely be raving on to loads of people about Lend Me and the great service you provide.

I am stoked, this will take so much pressure off and will seriously change our lives... we can actually get ahead on payments and start saving some more money.

Thanks again, Kath :)

"Emily & I just want to take this opportunity to say a very big thank you for seeing us through our first home purchase and home loan, you have been a massive help not to mention getting us out of a sticky situation. We will definitely be in touch in the near future and will refer/recommend you to our family & friends if looking out for a friendly, helpful and reliable mortgage broker.

Take care and speak soon. Matt & Emily" 

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