Simple: (No charge)

• Obtain mortgage lending
• Implementation of an insurance policy
• Email or phone based annual review
• Access to preferred providers, such as lawyers etc
• Advocate on your behalf for all insurance claims

Basic: ($49/month)

• Obtain mortgage lending
• Implementation of an insurance policy
• Annual interest rate negotiation & loan structure advice
• Priority access to preferred providers, such as lawyers etc
• Zoom annual review meeting
• Kiwisaver advice
• Advocate on your behalf for all insurance claims

Standard: ($99/month)

• Obtain mortgage lending
• Implementation of an insurance policy
• Annual interest rate negotiation
• Priority access to preferred providers, such as lawyers etc
• Zoom annual review meeting
• Kiwisaver advice
• Advocate on your behalf for all insurance claims
• Personalised mortgage plan
• Personalised financial plan
• 2 face to face/zoom meetings annually
• Property investment advice
• Involved in the Pihi #givingback initiative 

Unlimited: ($149/month)

• Obtain mortgage lending
• Implementation of an insurance policy
• Annual interest rate negotiation
• Priority access to preferred providers, such as lawyers etc
• Zoom annual review meeting
• Kiwisaver advice
• Advocate on your behalf for all insurance claims
• Personalised mortgage plan
• Personalised financial plan
• Unlimited face to face/zoom meetings annually
• Property investment advice
• Involved in the Pihi #givingback initiative 
• Managed funds investment advice