Pricing

Pricing for our pre-built solutions

For pricing for a custom solution, please get in touch with our team.

Advice Plans

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KiwiSaver

Lite	$159*
Pro	$229*
Custom	$POA*

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Investment

Lite	$239*
Pro	$309*
Custom	$POA*

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KiwiSaver and Investment

Lite	$349*
Pro	$409*
Custom	$POA*

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* Prices are per adviser per month and exclude GST. Setup cost and platform license may be applicable. Volume discounts available.

Calc

Per Calculator	$99”
Custom Calculator	$POA”

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Engage

Per Engage Tool	$29*
Custom Engage Tool	$POA*

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” Calc pricing is per month and excludes GST.
* Engage pricing is per adviser per month and excludes GST.
For Calc and Engage – setup cost and platform license may be applicable. Volume discounts available.

Why Work With Us

We’ve been fueling financial advice conversations since 2002

Our solutions are trusted by some of New Zealand’s top financial advice brands.

Read Our Client Stories