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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

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