{"id":12,"date":"2026-08-06T21:32:26","date_gmt":"2026-08-06T21:32:26","guid":{"rendered":"https:\/\/demos.canvaswp.com\/finance\/pricing\/"},"modified":"2026-08-31T22:57:46","modified_gmt":"2026-08-31T22:57:46","slug":"pricing","status":"publish","type":"page","link":"https:\/\/demos.canvaswp.com\/finance\/pricing\/","title":{"rendered":"Pricing"},"content":{"rendered":"<div class=\"container my-5\"><div class=\"heading-block mw-xs mx-auto text-center mb-6\"><h5 class=\"font-body text-uppercase ls-2 color-2\">Plans<\/h5><h3 class=\"color text-transform-none ls-0\">Choose the level of involvement you want.<\/h3><\/div><div class=\"pricing-tenure-switcher row align-items-center justify-content-center mb-5\" data-container=\"#pricing-switch\"><span class=\"pts-switch pts-false col-auto\">Monthly<\/span><div class=\"pts-switcher col-auto\"><div class=\"switch\"><input id=\"switch-toggle-pricing-tenure\" class=\"switch-toggle switch-toggle-round\" type=\"checkbox\"><label for=\"switch-toggle-pricing-tenure\" class=\"mb-0\"><\/label><\/div><\/div><span class=\"pts-switch pts-true col-auto\">Yearly<\/span><\/div><div class=\"row justify-content-center\" id=\"pricing-switch\"><div class=\"col-lg-4 col-md-6 mb-4\"><div class=\"pricing-box text-center\"><div class=\"pricing-title\"><h3>Essentials<\/h3><\/div><div class=\"pricing-price\"><div class=\"pts-content pts-content-false\"><span class=\"price-unit\">$<\/span>49<span class=\"price-tenure\">\/mo<\/span><\/div><div class=\"pts-content pts-content-true d-none\"><span class=\"price-unit\">$<\/span>490<span class=\"price-tenure\">\/yr<\/span><\/div><\/div><div class=\"pricing-features\"><ul><li><i class=\"bi-check-lg me-2\"><\/i>One lead adviser<\/li><li><i class=\"bi-check-lg me-2\"><\/i>Full position review<\/li><li><i class=\"bi-check-lg me-2\"><\/i>Goal-based plan<\/li><li><i class=\"bi-check-lg me-2\"><\/i>Annual review meeting<\/li><li><i class=\"bi-check-lg me-2\"><\/i>Email support<\/li><\/ul><\/div><div class=\"pricing-action\"><a href=\"https:\/\/demos.canvaswp.com\/finance\/contact\/\" class=\"bg-color rounded-pill px-4 py-2\">Start with Essentials<\/a><\/div><\/div><\/div><div class=\"col-lg-4 col-md-6 mb-4\"><div class=\"pricing-box pricing-highlight text-center\"><div class=\"pricing-title\"><span>Most chosen<\/span><h3>Advisory<\/h3><\/div><div class=\"pricing-price\"><div class=\"pts-content pts-content-false\"><span class=\"price-unit\">$<\/span>129<span class=\"price-tenure\">\/mo<\/span><\/div><div class=\"pts-content pts-content-true d-none\"><span class=\"price-unit\">$<\/span>1,290<span class=\"price-tenure\">\/yr<\/span><\/div><\/div><div class=\"pricing-features\"><ul><li><i class=\"bi-check-lg me-2\"><\/i>Everything in Essentials<\/li><li><i class=\"bi-check-lg me-2\"><\/i>Quarterly review meetings<\/li><li><i class=\"bi-check-lg me-2\"><\/i>Portfolio construction and rebalancing<\/li><li><i class=\"bi-check-lg me-2\"><\/i>Tax planning through the year<\/li><li><i class=\"bi-check-lg me-2\"><\/i>Named second adviser<\/li><\/ul><\/div><div class=\"pricing-action\"><a href=\"https:\/\/demos.canvaswp.com\/finance\/contact\/\" class=\"bg-color rounded-pill px-4 py-2\">Choose Advisory<\/a><\/div><\/div><\/div><div class=\"col-lg-4 col-md-6 mb-4\"><div class=\"pricing-box text-center\"><div class=\"pricing-title\"><h3>Practice<\/h3><\/div><div class=\"pricing-price\"><div class=\"pts-content pts-content-false\"><span class=\"price-unit\">$<\/span>349<span class=\"price-tenure\">\/mo<\/span><\/div><div class=\"pts-content pts-content-true d-none\"><span class=\"price-unit\">$<\/span>3,490<span class=\"price-tenure\">\/yr<\/span><\/div><\/div><div class=\"pricing-features\"><ul><li><i class=\"bi-check-lg me-2\"><\/i>Everything in Advisory<\/li><li><i class=\"bi-check-lg me-2\"><\/i>Statutory audit coordination<\/li><li><i class=\"bi-check-lg me-2\"><\/i>Monthly management pack<\/li><li><i class=\"bi-check-lg me-2\"><\/i>Consolidated multi-entity reporting<\/li><li><i class=\"bi-check-lg me-2\"><\/i>Board and lender support<\/li><\/ul><\/div><div class=\"pricing-action\"><a href=\"https:\/\/demos.canvaswp.com\/finance\/contact\/\" class=\"bg-color rounded-pill px-4 py-2\">Talk to us about Practice<\/a><\/div><\/div><\/div><\/div><div class=\"row\"><div class=\"col-12 text-center mt-4\"><p class=\"op-07 mb-0\">Fees are shown before tax. Yearly billing is charged once a year for the same service.<\/p><\/div><\/div><\/div><div class=\"clear\"><\/div><div style=\"padding: 100px 0\" class=\"section bg-transparent\"><div class=\"container\"><div class=\"heading-block mw-xs mx-auto text-center mb-6\"><h5 class=\"font-body text-uppercase ls-2 color-2\">Fees<\/h5><h3 class=\"color text-transform-none ls-0\">What you are actually paying for.<\/h3><\/div><div class=\"row justify-content-center\"><div class=\"col-lg-8\"><div class=\"canvas-toggle-wrapper\" id=\"cnvs-toggle-1\">\n\t<div class=\"toggle toggle-border\" data-speed=\"300\">\n\t\t<div class=\"toggle-header\">\n\t\t\t\t\t\t<div class=\"toggle-icon\"><i class=\"toggle-closed uil uil-plus\"><\/i><i class=\"toggle-open uil uil-minus\"><\/i><\/div>\t\t\t\t\t\t<div class=\"toggle-title\">\n\t\t\t\tIs the fee really fixed?\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"toggle-content\">\n\t\t\tYes. The monthly fee is agreed in writing before any work starts and does not change without your agreement. Work outside the plan is quoted separately, in advance.\t\t<\/div>\n\t<\/div>\n<\/div>\n<div class=\"canvas-toggle-wrapper\" id=\"cnvs-toggle-2\">\n\t<div class=\"toggle toggle-border\" data-speed=\"300\">\n\t\t<div class=\"toggle-header\">\n\t\t\t\t\t\t<div class=\"toggle-icon\"><i class=\"toggle-closed uil uil-plus\"><\/i><i class=\"toggle-open uil uil-minus\"><\/i><\/div>\t\t\t\t\t\t<div class=\"toggle-title\">\n\t\t\t\tDo you earn commission on anything you recommend?\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"toggle-content\">\n\t\t\tNo. We are paid by our clients and by nobody else, which is the only arrangement that makes the advice worth having.\t\t<\/div>\n\t<\/div>\n<\/div>\n<div class=\"canvas-toggle-wrapper\" id=\"cnvs-toggle-3\">\n\t<div class=\"toggle toggle-border\" data-speed=\"300\">\n\t\t<div class=\"toggle-header\">\n\t\t\t\t\t\t<div class=\"toggle-icon\"><i class=\"toggle-closed uil uil-plus\"><\/i><i class=\"toggle-open uil uil-minus\"><\/i><\/div>\t\t\t\t\t\t<div class=\"toggle-title\">\n\t\t\t\tCan I change or cancel a plan?\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"toggle-content\">\n\t\t\tAt any time, with a month&#8217;s notice, and you keep everything we have produced for you. There is no exit charge and no minimum term.\t\t<\/div>\n\t<\/div>\n<\/div>\n<div class=\"canvas-toggle-wrapper\" id=\"cnvs-toggle-4\">\n\t<div class=\"toggle toggle-border\" data-speed=\"300\">\n\t\t<div class=\"toggle-header\">\n\t\t\t\t\t\t<div class=\"toggle-icon\"><i class=\"toggle-closed uil uil-plus\"><\/i><i class=\"toggle-open uil uil-minus\"><\/i><\/div>\t\t\t\t\t\t<div class=\"toggle-title\">\n\t\t\t\tWhat is not included?\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"toggle-content\">\n\t\t\tAnything that requires a specialist in another jurisdiction, and any third-party product charges. Both are shown to you before they are incurred.\t\t<\/div>\n\t<\/div>\n<\/div>\n<\/div><\/div><\/div><\/div><div style=\"background-color: #2646531b\" class=\"container mt-6 dotted-bg rounded-6\"><div class=\"row align-items-center justify-content-between p-5 p-md-6\"><div class=\"col mb-5 mb-lg-0\"><h5 class=\"font-body h5 mb-1 fw-medium color\">Still comparing?<\/h5><h2 class=\"font-body h1 mb-0\">Book a free introductory call.<\/h2><\/div><div class=\"col-auto\"><a class=\"btn px-3 py-2 px-md-5 py-md-3 btn-dark bg-color rounded-pill wp-block-canvas-core-header-button\" href=\"https:\/\/demos.canvaswp.com\/finance\/contact\/\"><i class=\"bi-calendar color-2 me-2 position-relative\" style=\"top: 1px\"><\/i>Book a Schedule<\/a><a class=\"btn px-3 py-2 px-md-5 py-md-3 bg-color-2 rounded-pill ms-2 wp-block-canvas-core-header-button\" href=\"https:\/\/demos.canvaswp.com\/finance\/pricing\/\"><i class=\"bi-tags color me-2 position-relative\" style=\"top: 1px\"><\/i>See Plans<\/a><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>Three straightforward advisory plans, billed monthly or yearly, with no lock-in and no hidden fees.<\/p>\n","protected":false},"author":1,"featured_media":61,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-canvas","meta":{"footnotes":""},"class_list":["post-12","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/pages\/12","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/comments?post=12"}],"version-history":[{"count":0,"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/pages\/12\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/media\/61"}],"wp:attachment":[{"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/media?parent=12"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}