MONEY MANAGEMENT & WEALTH PROGRAM
TAKE CONTROL TODAY!
Are you needing to take control of your finances?
To solve the problem, you need to first IDENTIFY the problem and then take CONTROL
WhiteStar’s Program Portal will help you have a birds eye view of exactly where you are at all times.
Busy life? No time to budget or keep an eye on every expense?
WhiteStar work with you to help you get ahead.
CHOOSE YOUR PORTAL SUPPORT TODAY & TAKE CONTROL
WhiteStar Basic
$0
Per FORTNIGHT
No Est Fee
- Free Will Preparation
- Free Property and Car valuations
- Document Storage for all Important Docs
- My Team
- Manual Budgeting and Cashflow
- Wealth Report
- Ability to Upgrade Service and Data Feeds
WhiteStar Silver
$19.60
Per FORTNIGHT
Once off Est Fee $350
- Dedicated Onboarding Team Member
- Data Feeds from Accounts
- Free Will Preparation
- Free Property and Car Valuations
- Document Storage for All Important Docs
- Wealth Reports
- Cash Flow Reports
- E-Signing Documents
WhiteStar Gold
$19.60
Per FORTNIGHT
Once off Est Fee $3500
- Customised Money Management & Wealth Program
- Dedicated Onboarding Team Member
- Data Feeds from Accounts
- 30 days of Data Categorisation
- Customised Budget Set Up
- Team Member Monitoring
- Monthly Reports - Cashflow Snapshot
- Quarterly Reports - Review and Guidance
- Free Will Preparation
- Free Property and Car Valuations
- Document Storage for All Important Docs
- Wealth Reports
- Cash Flow Reports
- 50% Off Individual Tax Returns (max 2 myteam members)
- E-Signing Documents
WhiteStar Platinum
$37
Per FORTNIGHT
Once off Est Fee $3500
- Customised Money Management & Wealth Program
- Dedicated Onboarding Team Member
- Data Feeds from Accounts
- 30 days of Data Categorisation
- Customised Budget Set Up
- Team Member Monitoring
- Monthly Reports - Cashflow Snapshot
- Quarterly Reports - Review and Guidance
- Free Will Preparation
- Free Property and Car Valuations
- Document Storage for All Important Docs
- Wealth Reports
- Cash Flow Reports
- 50% Off Individual Tax Returns (max 2 myteam members)
- E-Signing Documents