Simple, transparent pricing
Choose the plan that fits your firm today. Every plan is built around the complete MoneyFinder Method™.
For sole practitioners and small firms beginning proactive client reviews.
For growing firms making proactive reviews part of their everyday workflow.
For larger or multi-office firms needing greater scale and control.
All prices exclude GST. Cancel anytime.
Every plan supports the method
MoneyFinder gives firms a connected client-review workflow from preparation through measurable value, without turning the product into a questionnaire or reporting-only tool.
Questions firms ask
Yes. You can start with the plan that suits your firm and use the product before deciding whether to expand your rollout.
An active client is a client relationship your firm is currently managing inside MoneyFinder for reviews, actions or value tracking.
Yes. You can move between plans as your firm grows. Your client information, reviews and actions remain in MoneyFinder.
Yes. MoneyFinder supports bringing client lists across so firms can begin reviewing clients without manual re-entry.
No. MoneyFinder supports proactive client reviews. It is designed to sit alongside the systems your firm already uses.
MoneyFinder is built around organisation-scoped access, permissions and careful handling of client information.
No. MoneyFinder helps professionals prepare, organise and follow through. Professional judgement stays with your firm.