SERVICES WE OFFER

Our services cover everything you need to build and grow your finances. We want to understand you; which is why we always start with your goals, behaviours and values in mind. From there, we can build a financial plan that helps you reach your specific goals.

HOW YOU WORK WITH US

Life Money Co is designed to be simple to use and easy to work with. Our billing model is exactly the same: We offer three levels of services, based on your goals and objectives.

FOMO

Suitable for those looking to start their financial journey and improve awareness.

Engagement process:

Review beliefs, behaviours, and lifestyle goals

What you’ll get:

  • A financial strategy tailored to your specific needs
  • Advice and ongoing support on all elements of your game plan
  • Plenty of support via online tools
  • One strategy review per year

Price:

From $149 per month

Engaged

Suitable for those with bigger goals in mind and the resources to make it happen. Finished with awareness, you now want accountability.

Engagement process:

Review beliefs, behaviours, and lifestyle goals

What you’ll get:

  • A financial strategy tailored to your specific needs
  • Advice and ongoing support on all elements of your game plan
  • Quarterly reporting, looking specifically at your cash flow and behavioural change
  • Two strategy review sessions per year 
  • Plenty of support via online tools

Price:

From $399 per month

Empowered

Suitable for the heavy hitters! Perfect if you have big goals and the determination to reach them.

Engagement process:

Review beliefs, behaviours, and lifestyle goals

What you’ll get:

  • A financial strategy tailored to your specific needs
  • Advice and ongoing support on all elements of your game plan
  • Monthly reporting, looking specifically at your cash flow and behavioural change
  • Quarterly strategy review sessions 
  • Plenty of support via online tools

Price:

From $799 per month

Life Money Co SMSF Administration

For SMSF trustees of existing funds, we offer a full administration service.

Engagement process:

Review fund documentation, compliance and investment holdings

What you’ll get:

  • Tax compliance
  • Annual Audit
  • ASIC fees paid for corp trustees and bare trust arrangements
  • Frequent cash amount recon and YTD reporting

Price:

From $392 per month

BOOK 20 MIN CHAT