Comprehensive Financial Management
At Exceedia Consulting Ltd, we understand that high-earning, middle-income families face many important decisions that can affect their long-term financial success. Some of these decisions revolve around the impact of inflation, taxation, and lack of time to manage all their financial assets. Comprehensive Financial Management considers the entirety of your financial life – this includes your assets, liabilities, taxes, income, and lifestyle choices both now and in the future. A comprehensive financial plan includes understanding your habits and behaviours and a clear plan to grow your money, protect your wealth, and how best to distribute your wealth when you’re gone.
We offer the following:
Starter:
Under $150,000 AUM
What's Included?
- Access to Client Portal
- Access to Equisoft Plan
- One Annual Progress Review
Bronze:
Minimum $150,000 AUM
What's Included?
- Access to Client Portal
- Access to Equisoft Plan
- One Annual Budgeting Session
- One Annual Progress Review
- Discounted Tax Filing (10%)
Silver:
Minimum $250,000 AUM
What's Included?
- Access to Client Portal
- Access to Equisoft Plan
- Complimentary Willful Legal Essentials ($99)
- One Annual Budgeting Session
- One Annual Tax Planning Session
- One Annual Progress Review
- Discounted Tax Filing (15%)
- Invitation to exclusive client educational event
Gold:
Under $500,000 AUM
What's Included?
- Access to Client Portal
- Access to Equisoft Plan
- Access to Legacy Shield
- Complimentary Willful Premium Coverage ($189)
- One Annual Budgeting
- One Annual Tax Planning Session
- Semi-Annual Progress Review
- Discounted Tax Filing (25%)
- Invitation to two exclusive client educational events
- VIP Booking Link for appointments outside standard office hours
Platinum:
Minimum $750,000 AUM
What's Included?
- Access to Client Portal
- Access to Equisoft Plan
- Access to Legacy Shield
- 2 Complimentary Willful Premium Coverage ($378)
- One Annual Cash Flow Planning Session
- One Annual Tax Planning Session
- Semi-Annual Progress Review
- 2 Complimentary T1 Filings ($800)
- Invitation to two exclusive client educational events
- Invitation to exclusive client social event
- VIP Booking Link for appointments outside standard office hours
The Comprehensive Financial Management package is perfect for those who want a full-service financial management partner dedicated to guiding them through every stage of life. With comprehensive planning and ongoing support, you can feel confident in your financial future. Ready for a long-term financial partnership?