Standard Packages, For Maximum Value

Based on years of experience, we have carefully crafted 3 levels of service packages. They are designed to help you get the value out of your stage of life, keeping the future in mind.

We can also can tailor a package to suit your needs.

Budgeting _ Cashflow

Starting Out

Looking to build a solid foundation and establish a clear plan for your financial goals
  • Establish a Budget
  • Debt management Strategies
  • Assistance with buying a home
  • Insurance Protection Plan
  • Superannuation Review
  • Ongoing Education
  • Access to Cash-flow App

Singles - $750 - $1,250

Couples - $1,300 -$1,900

Investment Advice

Accumulators

You have your foundations in place and are now wanting to maximise your potential. You may want to pay down debt, purchase an investment property or invest for the future
  • Cash-flow Management
  • Debt Reduction Strategies
  • Investment Strategies to Grow Wealth
  • Salary Sacrifice Advice
  • Insurance Protection Plan
  • Superannuation & SMSF Advice
  • Estate Planning
  • Access to Cash-flow App

Singles - $1,100 - $1,650

Couples - $1,990 - $2,500

Retirement Planning

Retirement Wealth

Whether you're planning your retirement or you're already there. We can work together using available strategies and concessions to ensure you live the retirement you've worked so hard for
  • Debt Reduction Strategies
  • Retirement Planning & Modelling
  • Transition to Retirement Advice
  • Maximisation of Centrelink Entitlements
  • Downsizer  & Small Business Concession Strategies
  • Estate & Legacy Planning
  • Insurance Protection Plan
  • Ongoing Education
  • Access to Cash-flow App

Singles - $1,950 - $2,200

Couples - $3,000 - $3,750

What’s our process?

It all starts with a free initial consultation

Free Initial Consultation

Free consultation at a location of your choice. Here we will meet, listen to your goals and aspirations, and then collect the information relevant to provide a tailored advice solution.

Research

Utilising our broad knowledge base, and ensuring compliance with relevant rules and regulations, we undertake detailed research to ensure we have considered all aspects of your situation.

Strategy

Here we will identify and evaluate alternative strategies based on achieving your goals, and confirm their suitability for your needs.

advice

We will present you with a Clear & Concise plan to achieve the goals that you set out. This will include all the ‘nuts & bolts’ information and the various steps to be taken to meet your goals.

implementation

Simple – this step is putting the plan into action.

review

We will meet with you AT LEAST once a year to ensure your plan remains relevant and you are still on track to meet your goals.

What our fantastic clients say rev

What our fantastic clients say

Thank you Luke for your professionalism and assistance to my husband Greg. I cannot fault the advice we have gotten.

J Ives

Thanks Wayne. very professional, good communication. Thanks for your time on weekends .. much appreciated

Rohan T

The guys are extremely helpful and always looking out to better your interest Luke has helped me save money by streamlining my accounts.

M Donovan

Very professional, always helpful- polite- friendly- full of knowledge. I will recommend Wayne to my family and friends for sure.

V Tarika

Luke was great throughout the whole process of discussing what I was after, as well as then explaining what my options were and why he was recommending each option. Would not hesitate to recommend New Wave to anyone. It was a stress free process & the time was taken to understand what my exact needs were.

A Atfield

Wayne was always available and approachable. We were impressed with his knowledge and advice. He didn't hesitate to help with the extras either. A professional with integrity. 

M Alpen