Our Packages
Everwise Wealth Plans
Plans for Individuals, Couples and Families
| Wise Owl Essentials | Sage Owl Strategy | Guardian Owl Growth | |
|---|---|---|---|
| Basic Plan | Intermediate Plan | Advanced Plan | |
| Ideal for those seeking a comprehensive KiwiSaver review and basic investment advice to help build wealth or save for a specific goal, while also wanting trusted referrals for lending, insurance, tax, and legal services. | Ideal for those seeking to elevate their financial strategy through enhanced investment advice and comprehensive retirement planning. This standard plan equips you with the tools and knowledge necessary to build wealth and secure your financial future! | Ideal for individuals and families dedicated to reaching their financial aspirations through structured, in-depth financial planning and premium investment services. With our premium plan, you invest in a top-tier financial strategy designed to empower you to thrive and confidently achieve your financial goals. | |
| Free discovery session | ✓ | ✓ | ✓ |
| Short, medium and long-term financial goal setting | ✓ | ✓ | |
| Structured, comprehensive financial planning | ✓ | ||
| Investing, Managed Funds / portfolio advice only | ✓ | ||
| Investing, existing investment analysis, basic cashflow modelling and new portfolio recommendations | ✓ | ||
| Investing, existing investment analysis, detailed cashflow modelling and new portfolio recommendations | ✓ | ||
| Retirement planning - Pro Plan | ✓ | ||
| Retirement planning - Premium Plan | ✓ | ||
| KiwiSaver, Superannuation, Australian Super Transfer advice | ✓ | ✓ | ✓ |
| Introductions to lending, insurance, tax and legal partners | ✓ | ✓ | ✓ |
| One off plan fee* | From $195 + GST | From $595 + GST | From $795 + GST |
Take the first step towards a smarter, more secure financial future
I'm a novice investor so I appreciated the time Paul took to explain everything to me. Very helpful and friendly.
–
Heather M.
