Pricing plans

We are a privately owned business with no links whatsoever to banks or financial institutions. At Fin15 we charge a simple fee for our time and advice. Our specialists recommend what we trust. This way, our advice is always uncompromised. We offer the following fee options:

Core

$ 0
plus 1% fund under management per annum
  • Fin15 conducts a review of your Budgeting, Superannuation, Insurance and Investment.
  • We give you access to two Financial Plans per annum.
  • Our specialist will conduct a semi-annual review of your portfolios.
  • You will have access to our semi-annual market overview.
  • Specialised consultation twice a year with your Financial Adviser to discuss any matter you wish to go over.
  • Support from one of our specialists to help you through the sign-up process.
Sign Up

Basic

$ 0
plus 0.5% fund under management per annum
  • Fin15 conducts a review of your Superannuation, Insurance and Investment.
  • We conduct an annual review of your portfolio with your Financial Adviser.
  • You have online access to our Financial Adviser and staff.
  • One-hour consultation per annum with one of our specialists.
SIgn Up

vIP

$ 0
plus 1.5% fund under management per annum
  • Fin15 conducts a review of your Budgeting, Superannuation, Insurance, Investment and taxes.
  • We coach you on setting up your own business and guide you through its different stages such as the Development, Start-up, Growth Expansion and Maturity Stages.
  • Access to our monthly Market update and webinar training.
  • We provide you with up to four financial plans per annum.
  • A quarterly review of your portfolios with one of our specialists.
  • Specialised consultation every three months with your Financial Adviser to discuss any matter you wish to go over.
  • One meeting at the location of your preference (Only applies to the South Coast, Sydney area and Central Coast areas)
  • FIn15 will provide you with access to our monthly newsletter.
  • Assistance with your personal risk insurance claims.
  • Liaising with your accountant regarding tax-deductibility of any products or services provided.
  • Support from one of our specialist to help you through the sign up process.

More…

Sign Up

Diamond

  • Only a selected group of people. Most of these client have access to Self Managed Superannuation Fund advice. Extra fees would apply for this service.
  • Unlimited reviews of your portfolios with your Financial Adviser.
Contact us for more information
SIgn Up

 Fin15 is operated in Australia by Wedan Consulting Pty Ltd ABN: 21 604 912 736 

Corporate Authorised Representative No. 1254908 of The FinancialLink Group Pty Ltd 

Australian Financial Services Licensee No. 240938 

Wence Peraza – Authorized Representative No. 1254907 of The FinancialLink Group Pty Ltd 

Australian Financial Services Licensee No. 240938 

Financial Services Guide

Privacy Policy and Disclaimer