Clear prices. No lock-in contract.
Three plans, each with a one-off setup fee and a monthly fee. All prices are in NZD and exclude GST.
Starter
Getting your marketing running without you
$400 / month + GST
$1,500 + GST one-off setup
10 hours one-on-one with me
- Social posts
- Newsletter
- Google review requests
- Website fixes
Growth
Taking the day-to-day admin off your desk
$650 / month + GST
$2,500 + GST one-off setup
15 hours one-on-one with me
- Everything in Starter, plus:
- Booking assistant
- Inbox triage
- Refix nudges
- Website chatbot
- Referral partner updates
- Meeting notes to tasks
Most practices start here.
Tell me about your practice (about the Growth plan)Complete
Practices that also want the books and commission handled
$900 / month + GST
$3,500 + GST one-off setup
20 hours one-on-one with me
- Everything in Growth, plus:
- Commission matching in Xero or MYOB
- GST prep
- Monthly dashboard
Pays for itself quickly
On a $620,000 loan at 0.85% upfront commission, one settlement earns about $5,270 before your aggregator's share. The Growth plan costs $10,300 + GST in its first year, setup included. Two or three extra settlements a year cover it.
Example only. Your commission rates and aggregator split will differ.
Questions
What does the setup fee cover?
Your one-on-one hours with me, learning how your practice runs, plus building and testing your tools and showing you how to use them.
What does the monthly fee cover?
Keeping your tools running, fixing anything that breaks, and adjusting them as your practice changes.
Are there other costs?
Some tools use software subscriptions, which you pay for directly. During setup I'll recommend the tools that suit your practice and tell you exactly what they cost before you sign up, so there are no surprises.
Can I cancel?
Yes. There's no lock-in contract.
Can I change plans later?
Yes. Plenty of practices start on Starter or Growth and add more once they see the time it saves.
Will AI give advice to my clients?
No. Nothing I build gives financial advice or assesses borrowing. Anything client-facing is approved by you before it goes out.
Is my clients' data safe?
Your clients' data stays in your own systems: your email, CRM, calendar and accounting software. I never hold your clients' personal financial details, and I choose tools with care for where they store data, in line with the Privacy Act 2020.
Will this fit my compliance obligations?
I build every tool to fit your existing compliance processes, and I'm happy to work alongside your compliance adviser. I'm not a compliance adviser myself, so they have the final say.
Not sure which plan fits?
That's what the free 30-minute call is for.