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Packaged Services - For Individuals

WealthSpan's range of Packaged Services provide straightforward, cost effective solutions to the most common challenges people face.  While each service focuses on a particular objective, independent quality advice and personalised service remains our priority.

Our fixed price Packaged Solutions offer great value at a cost of less than $750 per person. Clients benefit from WealthSpan's investment in automated processes and operational efficiencies that keep costs down without compromising on the quality and independence of the advice .

Package 1 - Wealthy in The Making

Package 1 is for people who know how to save money.  Savers become wealthy and this package provides independent financial advice on the most common question this group asks.

Which is best?
  • Repaying the mortgage
  • Investing in superannuation
  • Buying an investment property

The benefit of selecting this package is that you’ll know which of the options considered is likely to gain the best medium term result net of tax and all expenses. You’ll know how cost competitive your current mortgage is and you will understand the comparative value being provided to you by your current superannuation arrangement. This package focuses on superannuation, mortgage debt and taxation.

Package 2 - More for No More

Package 2 is for people looking to improve the benefits their financial arrangements provide without increasing financial pain on their hip pocket.

This package focuses on superannuation, personal insurance and taxation advice with the primary objective of reducing the average cost of each benefit, meaning clients get more for their money.  We consider the benefits currently held and recommend ways to improve them. This package will include advice on smarter product choice and better use of cash-flow.

Package 3 - More Money Today

Package 3 is for people looking to save money today without compromising their plans for a comfortable financial future.

When times get tough there is less room for financial waste.  Steps can be taken to reduce unnecessary costs while at the same time not adversely affecting the level of benefits you hold.  This package sets out the steps we recommend you take to reduce costs without compromising future plans. The package focuses on superannuation, personal insurance and mortgage debt.

Package 4 - People Exposures in Business

Package 4 is for business owners who, through the sudden and unexpected loss of a key person due to an unexpected death or disablement, would be at risk of suffering a financial hardship. This package is for business people wanting independent insurance advice on matters to do with a key person risk, equity transfer and buy / sell insurance funding.

All advice is underpinned by recommendations of commission free, high quality insurance product solutions.

Client Experience

What we got for our money is advice on how to maximise the tax-effective contributions we make to super, how to invest our savings and all the paperwork done for us [cquote.png]