A one-off session with a qualified Australian adviser for bigger financial decisions, costing $499 per year. Includes everything in Digital, a 60-minute call with a qualified adviser and a tailored Statement of Advice. A free 15-minute introductory call is also available.

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Offer

Digital

The full wealth-building plan for $119 per year. Includes everything in Free, unlimited licensed advice across super, investing, retirement, debt and personal insurance, unlimited Ask Otivo in 22 languages, personalised projections, direct implementation of recommendations and reviewable plan history.

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Offer

Free

Start building wealth with no credit card. Get started with your financial plan, set up your financial profile, receive a PDF statement of advice, see your wealth in one view and try Ask Otivo with limited access.

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Services

4 services · 1 category

Digital Financial Advice Plan

12 months

$119.00

Financial Adviser Intro Call

15 min

$0.00

Financial Adviser Session

60 min

$499.00

Free Financial Plan

$0.00

About

Hours and details

Otivo is Australia's licensed AI financial advice platform. Get personalised super, retirement, investment, and insurance advice. Trusted by 13,000+ Australians.

Business and professional services