Pricing.
Choose the plan that best aligns with your goals and start delivering comprehensive estate planning solutions today.
Assess your clients’ estates and generate personalised wealth transfer recommendations. This plan empowers you to deliver comprehensive generational wealth plans, referring clients exclusively to Estgro accredited providers.
Start your 7 day free trial today!
Estgro Flex includes all the features of Estgro Intel, with added flexibility to use either your own providers or our trusted network of Estgro accredited professionals. Perfect for those who need a more adaptable solution.
With Estgro Earn, you get all the benefits of the Intel and Flex plans, plus the opportunity to earn 20% commission when you work with Estgro accredited providers. It’s the perfect solution for those looking to boost their revenue while providing comprehensive wealth transfer advice.
5 or More Users?
Get in touch today to discuss a bespoke plan and pricing to suit your business needs.
| Features | Intel | Flex | Earn | Enterprise |
|---|---|---|---|---|
|
Integrate Existing Client Data from Intelliflo & FNZ |
 |
|
|
|
|
Estgro Estate Health Check |
|
|
|
|
|
Personalised Estate Report and Recommendations |
|
|
|
|
|
Access to Premium Network of Estate Planners |
|
|
|
|
|
Access to a Wealth of Estate Planning Education Resources for you and your Clients |
|
|
|
|
|
Ability to Work with Existing Provider via Estgro |
|
|
|
|
|
Access to Exclusive Estate Plan Data including Beneficiaries |
|
|
|
|
|
Fully Customisable Professional and Client Portal |
|
|
|
|
|
Earn 20% Commission on Legal Services Taken via an Estgro Accredited Partner |
|
|