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Our Services

Comprehensive solutions designed to minimise your banking fees and transaction costs

Financial documents and planning tools

Personal Fee Audit

Our foundational service designed for individuals who want to understand exactly where their money goes in banking fees. We analyse twelve months of your transaction history across all accounts, identifying every withdrawal-related charge.

The audit produces a detailed report showing total fees paid, categorised by type, along with specific recommendations for reducing each category. Many clients discover fees they were completely unaware of, from ATM operator charges to monthly maintenance costs buried in account terms.

$149 AUD one-time fee
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Business analytics and data visualisation

Business Fee Optimisation

Small and medium businesses often pay substantially more in banking fees than individuals, yet have greater opportunities for savings. This service provides comprehensive analysis of your business banking, merchant services, and cash handling procedures.

We examine transaction volumes, peak periods, and payment acceptance patterns to identify inefficiencies. Recommendations may include restructuring merchant agreements, optimising cash handling schedules, or switching to more appropriate business account structures.

$395 AUD per month
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Strategic planning and monitoring dashboard

Ongoing Advisory

Banking products and fee structures change frequently. What was optimal a year ago may no longer be the best arrangement. Our ongoing advisory service provides continuous monitoring and quarterly optimisation to ensure your banking remains cost-effective.

Each quarter, we review your transaction patterns, assess any changes in fee structures from your providers, and evaluate new products that may offer better value. You receive a brief report with any recommended adjustments.

$89 AUD per month
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Additional Services

Specialised solutions for specific needs

International banking and currency exchange

International Transaction Review

For individuals or businesses regularly transacting across borders, we analyse foreign exchange fees, international transfer charges, and overseas ATM usage to identify savings opportunities.

$219 AUD per review
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Bank negotiation meeting

Bank Negotiation Support

We prepare documentation and talking points for fee waiver negotiations with your bank, and can participate in discussions on your behalf where authorised.

$175 AUD per negotiation
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Account structure consultation

Account Structure Consultation

Sometimes the problem is not the fees themselves but the underlying account structure. We design optimal banking arrangements tailored to your specific usage patterns.

$129 AUD per consultation
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How We Work

A straightforward process designed to deliver results efficiently

1

Initial Discussion

We understand your situation and determine which service best addresses your needs.

2

Document Collection

You provide banking statements through our secure portal. We handle everything confidentially.

3

Analysis Phase

Our team examines your data, identifies fees, and develops tailored recommendations.

4

Report Delivery

You receive a comprehensive report with findings and actionable steps to reduce fees.

Ready to Start Saving?

Contact us to discuss which service is right for your situation.

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All prices are in Australian Dollars and include GST where applicable. The information provided on this website is for general informational purposes only and should not be construed as financial advice. Individual results may vary based on personal circumstances. Actual savings depend on your specific banking arrangements and usage patterns. We recommend consulting with a qualified financial adviser before making significant changes to your banking arrangements.