Choose the Right Financial Path

Pricing

Pricing Plans

help you achieve your financial goals

Starter Package

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$599

$499

/year
Get Started
  • Dedicated financial advisor
  • Budgeting and savings strategy
  • Full portfolio management
  • Wealth transfer and legacy planning
  • 24/7 advisor support line
Recommended
Growth Package

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$1,499

$1,299

/year
Get Started
  • Dedicated financial advisor
  • Budgeting and savings strategy
  • Full portfolio management
  • Wealth transfer and legacy planning
  • 24/7 advisor support line
Elite Package

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$2,899

$2,499

/year
Get Started
  • 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.

Have Questions?

Frequently asked questions

Have other questions?

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Contact Us
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.

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