Pricing

Simple monthly pricing based on the size of your business. All amounts are in New Zealand dollars and exclude GST, which is added.

The platform

Five core tools are included in every plan. One monthly price covers all five, and depends on how many people work in your business. Switch on the ones you need.

1–5 employees

$85 / month + GST

6–25 employees

$150 / month + GST

26–50 employees

$250 / month + GST

More than 50

Let's talk a price to suit your business

Advice Review with AI On request

AI-assisted review of your client insurance advice files (life, fire and general), against the standard you choose. It is not included in the plans above.

Price on request it depends on the extent and number of advice reviews

Tell us roughly how many files you review and how often, and we will come back to you with a quote. Ask us about it.

Work out your price

Type of business

Health Check

Snapshot and full Health Check Available

The 10-question Snapshot and the full 36-question Health Check. No payment needed: your report appears on screen when you finish. For financial advice firms.

Free

Want a person to help with your results? See Consultancy.

Consultancy

Consultancy Enquire

Risk and compliance reviews, independent reviews and project work, from experienced people.

Quoted for you there is no fixed price

The price depends on the size of your business and what you need. We give you a quote and agree it with you before any work starts.

Prices exclude GST and are indicative until billing opens.

Take the free Health Check Ask about the platform Ask about consultancy