Free
$0
Start building wealth. No credit card.
Get started with your financial plan.
- Set up your financial profile
- PDF statement of advice
- See your wealth in one view
- Try Ask Otivo (limited)
Personal pricing
We believe every Australian deserves quality, personal financial advice. That’s why our pricing is a fraction of the average $3,960+ a year it typically costs.
Free
$0
Start building wealth. No credit card.
Get started with your financial plan.
- Set up your financial profile
- PDF statement of advice
- See your wealth in one view
- Try Ask Otivo (limited)
Most popular
Digital
$119/yr
The full wealth-building plan.
Licensed AI financial advice designed to help Australians build long-term wealth.
- Everything in Free
- Unlimited licensed advice across super, investing, retirement, debt and personal insurance
- Unlimited Ask Otivo in 22 languages
- Personalised projections
- Implement recommendations directly
- Reviewable plan history
Adviser
$499/yr
A call with a licensed adviser, up to one hr.
A one-off session with a qualified Australian adviser for bigger financial decisions.
- Everything in Digital
- 60-minute call with a qualified adviser
- Tailored Statement of Advice
Prices are in AUD and include GST. Using Otivo may be tax deductible — ask your accountant for details. + Adviser Ratings, 2024 Australian Advice Landscape Report.