Our advice plans are designed to give you all the benefits of traditional financial advice from an Authorised Financial Adviser, at a price thats affordable for everyone – whether you’re just getting started on your financial journey, recovering from a financial setback, already on the path to building wealth, or getting to the point of settling back and enjoying it.
Plans and Pricing
+GST per month
If you’re in employed work, then this is the plan for you. We’ll cover everything – goal setting, cashflow planning, risk management, mortgages, property, and investment.
+GST per month
If you’re self employed or own your own business, or you have more complex than normal financial affairs, then our business plan will suit best. We’ll cover everything in the professional plan, plus a range of advice that covers the specific needs of business owners.
Other Fees and Costs
We charge an asset management fee on investments that we manage. The fee depends on the type of portfolio that we implement for you – a standard (also known as model) portfolio, or a custom portfolio. Please note that these fees are just the fees that Multiply charges – underlying funds may charge their own fees. These will be disclosed to you in advance as part of the planning process.
We charge one-off fees for some services in addition to the subscription fee. These will be disclosed to you in advance.
We earn commissions on some products and services that we may recommend as part of our advice, typically insurance, Kiwisaver, and mortgage products. We typically rebate any commissions to you that may be earned on investment products. Again, we’ll disclose these to you in advance as part of our planning process.