Pricing

Astute Financial Planner 360 Astute Financial Planner Astute Estate Planner
First adviser $440/mth $330/mth $165/mth
Additional advisers $330/mth $220/mth $165/mth
Billed Monthly Monthly Monthly
One-off setup fee Covers white label set up, logos, business details and FSG and access to tools for your practice website. $1,100 $1,100 -
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Online client information gathering
5 minute financial health check  
About you questionnaire  
Changes questionnnaire  
Estate planning questionnaire  
Client education videos
Financial planning explained  
Insurance explained  
Value of reviews explained  
Estate planning explained  
Client explanation tools
How-we-can-help-you: interactive-scenarios for life events  
20 Modelling calculators to use with planning
Income calculators (3)  
Investment calculators (4)  
Debt calculators (3)  
Insurance calculators (4)  
Retirement calculators (3)  
Estate planning calculators (3)