Guiding Your Cents

Modern Cents is dedicated to creating long term planning relationships to effect meaningful change over the course of your life. The "Guiding Your Cents" service model helps to ensure that continuity in relationship and planning. Let us be your Financial CFO!

Available to all comprehensive planning clients after our first year.
All other clients finishing a Modular, Retirement or Wealth Foundations engagement may opt for the Advice Access plan only once completing the initial planning engagement.

Commitments are month to month.

ADVICE ACCESS PLAN

For clients who don't need ongoing support, but want access to working with your Modern Cents planner in the future, this might be the best option for you.

We will hold your place, established planning and data as a client of Modern Cents and are available, as you require, on an hourly basis for meetings and planning work, billed in half hour increments.

You will continue to have access to your SuperAdvisor and Planworth client portal*.

COST: $25/month, plus

$250/hour for meetings and planning work

There is no ongoing communication support included in the membership fee.

FULL SERVICE PLAN

We will work at your pace to support you in your ongoing financial planning. We will meet as often as is required and include two set review meetings to ensure we monitor your ongoing financial progress.

As well, you have unlimited access to communicate with, or ask questions of your financial planner - anytime of the year, for whatever reason.

All of our planning preparation work is included.

COST:

$3,000/year + tax for domestic clients

$3,950/year + tax for cross border or corporate clients

Costs are charged monthly.

Switching to a Full Service model from an Advice Access model requires a one year commitment.