The Sort-Your-Sh!t-Out Shop
Affordable financial services for the time poor and tech savvy. Custom toolkits plus real person support when you need it.
We offer custom financial tools and advice for people who are short on time but big on smarts. You pick the products and level of support you need. Whether you need one issue sorted or the whole shebang, we’ve got an option to suit your preference and budget.
The Sort-Your-Sh!t-Out Shop
Affordable financial services for the time poor and tech savvy. Custom toolkits plus real person support when you need it.
We offer custom financial tools and advice for people who are short on time but big on smarts. You pick the products and level of support you need. Whether you need one issue sorted or the whole shebang, we’ve got an option to suit your preference and budget.
Pick your focus
(The ‘I don’t need everything’ option)
We get that not everyone needs help with everything. Our individual financial services are perfect if you only need help with one or two specific areas. Think of it as the a la carte menu as opposed to the full degustation.
Super
We get it, the mere mention of super makes you yawn and change the subject. But give it a little TLC now and you’ll reap the rewards later.
- Super health check
- Super advice
- Consolidation
- Roll over
Insurance
Life is full of curveballs so you need a sturdy shield. We can help you pick the right cover minus the sky high premiums.
- New policy set-up
- Insurance health check
- Insurance advice
Investments
Don’t take investment advice from your aunt’s step-cousin’s clairvoyant. We can help you make better decisions to grow your wealth.
- Portfolio set-up
- Portfolio health check
- Investment advice and risk management
Super
We get it, the mere mention of super makes you yawn and change the subject. But give it a little TLC now and you’ll reap the rewards later.
- Super health check
- Super advice
- Consolidation
- Roll over
Insurance
Life is full of curveballs so you need a sturdy shield. We can help you pick the right cover minus the sky high premiums.
- New policy set-up
- Insurance health check
- Insurance advice
Investments
Don’t take investment advice from your aunt’s step-cousin’s clairvoyant. We can help you make better decisions to grow your wealth.
- Portfolio set-up
- Portfolio health check
- Investment advice and risk management
SMSFs
Managing your super fund doesn’t have to be a stressful part-time job. From buying property to staying compliant, we’ll help you nail it.
- SMSF set-up or closure
- SMSF health check
- Property investment advice and support
- Admin, auditing and tax returns
Estate Planning
Wills and estates can be fraught with headaches and feuds but they don’t have to be. Get organised now so your wishes are followed after your final adios.
- Will set-up
- Estate planning advice
- Discretionary trust advice and support
Lending
So many lenders, so much fine print, so little time. Stress not. We can help you secure the ideal loan for your home, car or other personal purchase.
- Home loans
- Car loans
- Personal loan
SMSFs
Managing your super fund doesn’t have to be a stressful part-time job. From buying property to staying compliant, we’ll help you nail it.
- SMSF set-up or closure
- SMSF health check
- Property investment advice and support
- Admin, auditing and tax returns
Estate Planning
Wills and estates can be fraught with headaches and feuds but they don’t have to be. Get organised now so your wishes are followed after your final adios.
- Will set-up
- Estate planning advice
- Discretionary trust advice and support
Lending
So many lenders, so much fine print, so little time. Stress not. We can help you secure the ideal loan for your home, car or other personal purchase.
- Home loans
- Car loans
- Personal loan
Want to dip your toe into the investment pool?
Our Six Park platform is ideal if you have a small amount to invest or are just getting started. At just $6.25 per month, it’s professional investment management for the price of a triple shot almond latte. Includes investment recommendations, portfolio monitoring, tax reporting support and more.
Spindle Plans
Take control of the whole shebang with a custom plan that tackles all your personal finances. From reviewing your super to investing wisely, Spindle Plans are an affordable way to turn chaos into calm. Over 3-4 weeks you’ll access a financial toolkit and work with a finance wiz to get all your financial sh!t sorted.
For Individuals
- Super sorted
- Insurance sorted
- Full financial health check
- Investment strategy
- Mortgage review/refinance
- Will setup
- Detailed financial plan
- 12-month Spindle Management CFO Package including access to Spindle Wealth Portal and support from a financial expert (see below).
*Talk to us about how your super can be used to reduce your out of pocket cost.
For Couples
- Super sorted
- Insurance sorted
- Full financial health check
- Mortgage review/refinance
- Will setup
- Detailed financial plan
- 12-month Spindle Management CFO Package including access to Spindle Wealth Portal and support from a financial expert (see below).
*Talk to us about how your super can be used to reduce your out of pocket cost.
Spindle Management
The keep supporting me optionOnce you complete a Spindle Plan, you’ll be eligible for Spindle Management. This is ideal if you want ongoing support from a financial expert plus ongoing access to the Spindle Wealth Portal without paying the big bucks.
Concierge
- Personal Insurance review advice
- Insurance claim support
- Home Loan review and advice
- Starter access to Spindle Wealth portal, an app which includes doc storage, e-sign and data feeds to all super, banks, investments, property and more.
- Newsletters and updates
CFO
$89 per month or $990 paid annually
- Everything included in the free plan
- Super & Investment portfolio management
- Phone and email support from a financial expert whenever you need it
- Pro account access to Spindle Wealth Portal, an app which includes doc storage, e-sign and ongoing data feeds to all super, banks, investments, property and more.
- Goal tracking, Cashflow and Budgeting tools
- Annual financial health check
“An easy process that saved me a lot of money”
I initially needed assistance refinancing my home loan and Brett saved me a lot of money. He was then able to recommend a suitable super fund, personal insurance and assist with a will. It was an easy process with no printing or scanning!
It’s time to finally sort your financial sh!t out. No more excuses. No more “maybe tomorrow”.
It’s simple. It’s affordable. And you’ll feel like a finance ninja when we’re done. Promise.
