Strategic plans & one off advice

Please note that as much as we would like to provide exact pricing, it is not possible due to each individual’s situation and needs varying. Our advice comprises fees for strategy, product research and implementation of the advice.

Super Plan - $600

Never pay high fees again! Sort your super into a low fee, tax efficient fund with quality investments. Over time you may save hundreds of thousands of dollars.

Can be paid from your super fund.
An additional $100 is charged for each extra fund consolidation.

Wealth Plan - $800

Sort your super, use tax strategies, assess your life insurance needs, debt & mortgage review and estate planning needs are all covered.

Protection Plan (life insurance & income protection) - from $900

Get the right life insurance cover, the right amount, make it tax effective and save up to 40% on premiums and likely tens of thousands of dollars over time.

The premium savings usually cover our one off fee, so you’re ahead immediately.
Our fee can often be funded from your super fund.

Mortgage - pOA

This is a guaranteed no brainer! You deserve the best loan, at the best rate and why not take back the commissions too! Wipe years off your mortgage…

Retirement plan - from $700

Create a smart game plan for your retirement by building a quality, low cost investment portfolio. Minimise tax and maximise Centrelink entitlements.
Fees are generally higher for transition to retirement and Centrelink strategies.

Fees are usually paid from your super fund or pension

Estate Planning - poa

Completed by an Australian legal practitioner, facilitated by Naked Wealth

Please note;
All fees quoted do not include GST.
Fees for couples are generally 50% more
The above fees vary due to time and complexity of each job
We are happy to do as little or as much of the work as you like.
We can show you how to do things yourself so you can save money.