OUR PRICING

Alliance Family Wealth provides you with competitively priced and tailored advice offering through a partnership with Ignition Wealth and their Australian Financial Services License  (AFSL# 470605)

The simple monthly subscriptions include daily monitoring of your ETF-based portfolio, exclusive articles and educational tools for individual investors and Self Managed Super Fund trustees (SMSFs) .

SELF-PACED INVESTMENT PORTFOLIOS

  • KICKSTARTER
  • $5,000 – $24,999
  • Invest in YOUR name
  • See the Model Portfolios
  • Independent, unbiased advice, 24×7 access, daily portfolio review, mobile notifications, Learning Centre, educational videos, tools & calculators
  • NO MINIMUM TERM.
    NO CANCELLATION FEE.
    NO FUM FEE.
  • $16.50/month
  • or $198/year
  • HORIZON
  • $25k +
  • Invest in YOUR name
  • See the Model Portfolios
  • Independent, unbiased advice, 24×7 access, daily portfolio review, mobile notifications, Learning Centre, educational videos, tools & calculators
  • NO MINIMUM TERM.
    NO CANCELLATION FEE.
    NO FUM FEE.
  • $33.00/month
  • or $396/year
  • SMSF
  • $25k +
  • Invest in Trustee’s name
  • See the Model Portfolios
  • Independent, unbiased advice, 24×7 access, daily portfolio review, mobile notifications, Learning Centre, educational videos, tools & calculators
  • NO MINIMUM TERM.
    NO CANCELLATION FEE.
    NO FUM FEE.
  • $55.00/month
  • or $660/year

ADVICE JOURNEYS

  • ADVICE ESSENTIALS & SMSF APPROPRIATENESS
  • A holistic program that reviews all your financial goals and concerns before providing recommendations to get you on track to achieving these.
  • From $1,500

*Implementation fees cover the completion of applications and follow up with providers.  The fee charged will range between $500 – $1,000.  This is a once off charge.

Speak to an independent financial adviser at any time. Full details of these and other fees and charges are set out in our Financial Services Guide.

Prices include GST.