Ongoing Service Packages

Spark Private Wealth & Advisory Ongoing Service Packages


Service Package

Silver Gold Platinum Private Client
Spark Money App
Monthly Market Updates
Monthly Business Updates
Cashflow Reporting
Strategic advice
Coaching & Accountability
Appropriate Debt Reduction / Annual Mortgage Review
Risk mitigation
Safety-Net Planning
Wealth education (Excluding property)
Estate / Generation planning
Tax effective investments
Investment Management Including Social & Ethical investment Solutions
SMSF Advice
SMSF Administration
Wealth Report Quarterly Quarterly Quarterly
Access to Financial Planner 3 Hours 10 Hours 30 Hours
Access to Client Services
Meetings with your Financial Planner Annually Half-Yearly Quarterly
Amendments to Advice Document $330 per hour $330 per hour $330 per hour No Cost
Implementation
Initial Advice Cost (Once off) $2,200
($3,300 Couple)
$5,500 $9,900
Ongoing Advice & Serivce Cost (Ongoing) $660 $2,200
($3,300 Couple)
$5,500 $9,900

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