Explore Our Flexible Packages
Everyone’s journey is unique. Find a Blue Canoe package that suits your goals and budget, or book a free Discovery Session and we’ll help you choose the right package for you.
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$ 1,199
+ GST
- Set Your Course
- Essentials Package
-
Ideal for anyone wanting to work towards long-term financial success by growing and maximising wealth, safeguarding assets, and leaving a legacy for their loved ones.
*See details in the table below
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$ 1,999
+ GST
- Move Ahead
- Standard Package
-
Perfect for anyone who is committed to achieving their financial goals faster, by effectively taking control of their spending and gaining insights into what this means for the future.
*See details in the table below
-
$ 250
+ GST
- Do It Your Way
- Bespoke Package
-
This is a customised solution for those who are after a bit more flexibility. Our team will work with you to develop a tailored package specific to your individual needs.
*See details in the table below
Packages for Individuals, Couples and Families
| Set Your Course | Move Ahead | Do It Your Way | |
|---|---|---|---|
| Essentials Package | Standard Package (Most Popular!) | Bespoke Package | |
| Ideal for anyone wanting to work towards long-term financial success by growing and maximising wealth, safeguarding assets, and leaving a legacy for their loved ones. | Perfect for anyone who’s committed to achieving their financial goals faster, by effectively taking control of their spending and gaining insights into what this means for the future. | A customised solution for those who are after a bit more flexibility. | |
| First year fee* | From $1,199 + GST | From $1,999 + GST | From $250 + GST |
| Loyal client discounts | ✓ | ✓ | ✓ |
| Free discovery session | ✓ | ✓ | ✓ |
| Planning sessions | 3-4 sessions per year | 6-7 sessions per year | Subject to requirements |
| Full access to personal finance and budgeting app | ✗ | ✓ | Subject to requirements |
| Short, medium and long-term financial goal setting | ✓ | ✓ | Subject to requirements |
| Structured, comprehensive financial planning | ✓ | ✓ | Subject to requirements |
| Cashflow modelling and spending analysis | ✓ | ✓ | Subject to requirements |
| Advice on banking structure and cash reserves | ✓ | ✓ | Subject to requirements |
| Budgeting support | ✓ | ✓ | Subject to requirements |
| Life, Health and Income Protection Insurance advice | ✓ | ✓ | Subject to requirements |
| Key Business Person and Company Shareholder Insurance advice. | Subject to requirements | Subject to requirements | Subject to requirements |
| KiwiSaver advice | ✓ | ✓ | Subject to requirements |
| Investing and Managed Funds advice | ✓ | ✓ | Subject to requirements |
| Introductions to tax, legal, lending and investment partners | ✓ | ✓ | Subject to requirements |
Packages for Workplaces
| Protect Your Crew | |
|---|---|
| For businesses in search of attractive group insurance and KiwiSaver deals and financial planning options for their employees. | |
| Workplace discovery session | ✓ |
| Employee life, health and income protection insurance solutions | ✓ |
| Employee KiwiSaver solutions | ✓ |
| Employee access to Blue Canoe’s Essentials, Standard and Bespoke packages (fees apply) | ✓ |
Loyal Client Discounts
As our way of saying thanks to our loyal clients, we’re delighted to offer exclusive discounts to those who continue using our services beyond their first year with us.
