Choose the Right Financial Path
Pricing
help you achieve your financial goals
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$599
$499
- Dedicated financial advisor
- Budgeting and savings strategy
- Full portfolio management
- Wealth transfer and legacy planning
- 24/7 advisor support line
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$1,499
$1,299
- Dedicated financial advisor
- Budgeting and savings strategy
- Full portfolio management
- Wealth transfer and legacy planning
- 24/7 advisor support line
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$2,899
$2,499
- Dedicated financial advisor
- Budgeting and savings strategy
- Full portfolio management
- Wealth transfer and legacy planning
- 24/7 advisor support line
What’s Included
Compare Plans Side-by-Side
Features
Starter Package
Growth Package
Elite Package
Budget & Savings Planning
Investment Advice
Real Estate Consulting
Retirement & Pension Support
Dedicated Advisor
Tax Planning Strategies
Access to Reports & Insights
Custom Portfolio Management
Why Choose FinWise?
Your Goals. Our Strategy.
We take the time to truly understand your goals and challenges, crafting custom financial plans that adapt to your life and ambitions.
01.
Give you confidence and control
We aim to make you feel confident to make informed choices.
02.
Help you to achieve your personal goals
Face-to-face, personalised advice from our expert advisers will help you.
03.
Enable you to create a more positive impact
Together, we'll help you to use your money in a more positive way.
Frequently asked questions
Have other questions?
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What financial services do you offer?
We provide investment planning, retirement strategies, tax optimization, estate planning, and risk management services. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
How do I start working with an advisor?
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Is there a minimum investment required?
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Do you provide personalized investment strategies?
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Are your advisors certified professionals?
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