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WEALTH PACKAGES

DYNAMIC WEALTH

UNLOCK THE POTENTIAL TO EXCEL

Our range of packages are charged as a one off payment which will give you access to various products and services we offer. With various packages on offer there is something to suit everyone and their budget.

  • Dynamic Premium Package

    499A$
    Discovery Premium Pack
     
    • Discovery Pack Session
    • Borrowing capacity report
    • Complimentary yearly review
    • One Finance & Strategy meeting
    • One Property Discovery meeting
    • Discounts on partner services - Accounting

  • Dynamic Premium + Package

    699A$
    Our Premium+ Package
     
    • Everything in Premium membership PLUS
    • One Property report
    • Dedicated Finance broker
    • Dedicated client manager
    • 20% discount on Financial Freedom Roadmap
    • Discounts on partner services

  • Financial Freedom Roadmap

    2,500A$
    Custom property investment roadmap tailored to your goals
     
    • Property investment roadmap
    • Custom property investment strategy
    • Full support and guidance
    • Project your capital growth and portfolio growth
    • Clear plan on how to reach passive income goals
    • Property analysis
    • Complimentary Accountant meeting

  • Discovery Session

    199A$
    1hr session to explore your goals and options available to you
     
    • Discovery Session
    • GAP analysis
    • Overview of our services and how we can help you
    • Finance optimisation review with our Finance Broker
    • DBOS+ System

  • Renter to Owner

    299A$
    Perfect if you are renting and need a plan to get you into a home of your own
     
    • Financial health check
    • Savings & deposit plan
    • Property selection
    • New builds
    • Established homes
    • Coaching & guidance
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