One price for the practice. Pay for the advice you give.
$99 a month for the practice, up to 10 active users of any role: advisers, admins and client managers. Then $30 per KiwiSaver assessment, and an adviser is never charged more than $150 in a month. A quiet month costs nothing beyond the $99.
The practice
$99 / month
Every role included, up to 10 active users. The client questionnaire link, the recommendation engine, the Statement of Advice, acceptance and review reminders, all included.
Each adviser, each month
$30 each
Per KiwiSaver assessment, capped at $150 an adviser. From the sixth assessment there's no further charge that month. An adviser who gives no advice costs nothing.
Most a solo adviser pays
$249 / month
$99 for the practice plus the $150 cap. The client link and the recommendation engine are included.
What a month looks like
| Practice | KiwiSaver assessments in the month | Bill, ex GST |
|---|---|---|
| Solo adviser | 0 | $99 |
| Solo adviser | 1 | $129 |
| Solo adviser | 2 | $159 |
| Solo adviser | 3 | $189 |
| Solo adviser | 4 | $219 |
| Solo adviser | 5 or more | $249 |
| Three advisers, one does KiwiSaver | 8, 0, 0 | $249 |
| Three advisers | 3, 3, 2 | $339 |
| Three advisers, all busy | 10, 10, 5 | $549 |
| Five advisers, all busy | any | $849 |
Work out your month
Enter each adviser's KiwiSaver assessments for a typical month. Admin and client manager users are not advisers here.
Each adviser's assessments are $30 each; after the 5th in a month, no further charge.
What counts as an assessment
One client taken from the questionnaire to a produced Statement of Advice: regulated advice issued under your licence and kept as one record. Counted once, when the Statement of Advice is first produced. Regenerating it, changing the fund, starting over, approving, sending and downloading cost nothing more. An application for a child is its own assessment. A later re-assessment of the same client is a new one. A no-change outcome is not counted.
An assessment is counted against the client's adviser. Assessments for clients with no adviser assigned are grouped and billed as one more adviser.
Mortgage advice
Coming out of pilot. Priced per deal, counted when the Statement of Advice is issued, with a cap per adviser, on a $149 practice fee that covers both modules. Numbers are published when the pilot ends.
Billing
Direct debit from an NZ bank account or card. One invoice on the 1st: the practice fee for the month ahead and the previous month's assessments, with GST shown; your first month is charged pro rata when you subscribe. Cancel any time from your Billing page; the subscription ends at the close of that month.
See it with your own clients before you decide.
Request a demo