What We Offer
Three ways to work
with Sumwise
Each service is shaped around a different kind of need. Some people want a once-a-year review; others need guidance around a specific event; others prefer steady support through the year. All three are approached with the same care and honesty.
Back to HomeIf you're unsure which service fits your situation, a first conversation costs nothing and will help clarify that. There's no obligation to decide before you've spoken to us. What matters is that the engagement, whichever it is, feels right for where you are.
Service One
Annual Tax Planning Review
$320 per review
A calm, once-a-year sit-down to review your situation and map out the allowances and reliefs available to you — in plain language, at an unhurried pace. Suited to individuals who would like to plan ahead thoughtfully rather than react at filing time.
This session is about understanding where you stand and what choices you have — not about finding complex arrangements. Most people find it reassuring to simply know the full picture. Many discover something they hadn't considered before.
What's included
Service Two
Life-Change Planning Session
$280 per session
Tailored guidance around moments such as a property sale, an inheritance, or a change in employment — with a clear written summary of the considerations involved. We take time to understand your circumstances and explain options respectfully.
Life events often carry tax implications that people discover too late to act on. This session is designed to give you that awareness in time to make choices — not after everything has already happened.
What's included
Service Three
Year-Round Planning Partnership
$95 per month
Ongoing access to an adviser through the year, with seasonal check-ins and prompt answers to questions as they arise. Designed for those who prefer steady, unhurried guidance and a familiar point of contact.
The partnership is built around the idea that a consistent relationship over time is worth more than periodic intensive reviews. Your adviser knows your context, follows your year, and is available when something comes up — rather than meeting you fresh each time.
What's included
At a Glance
Services compared
| Feature | Annual Review | Life-Change Session | Year-Round Partnership |
|---|---|---|---|
| Price | $320 | $280 | $95 / month |
| Engagement type | Once yearly | As needed | Continuous |
| Written summary | |||
| Seasonal check-ins | — | — | |
| Ongoing questions | 14 days post-session | 14 days post-session | |
| Best suited for | Planning ahead each year | Specific life events | Continuous confidence |
Finding the Right Fit
Not sure which to choose?
These questions might help you think it through. And if you're still uncertain, a short conversation will usually clarify things quickly.
"I just want to feel more on top of things each year"
The Annual Tax Planning Review is likely the right fit. It's designed exactly for this — a calm, once-a-year check-in that maps out your allowances and leaves you with a clear picture of where you stand.
Find out more →"Something specific is happening — a house sale, an inheritance, a new job"
The Life-Change Planning Session is built for this. We'll focus specifically on your situation, explain what the tax considerations are, and give you a written summary of your options — before you need to act.
Find out more →"I'd like someone I can ask questions to throughout the year"
The Year-Round Planning Partnership is the right choice here. You'll have a consistent point of contact, regular seasonal check-ins, and prompt responses whenever something comes up.
Find out more →"I'm not sure — my situation feels complicated"
Send us a message. A brief description of your situation is enough for us to suggest the most appropriate starting point — and we won't push you towards anything that isn't genuinely the right fit.
Get in touch →Across All Services
What stays consistent, whatever you choose
Written summaries
Every engagement produces a written record you can keep and refer back to.
Plain language
No jargon, no assumption of prior knowledge. Explanations that actually make sense.
Personal attention
Your situation is treated as individual. No standard templates or generic responses.
Fixed, clear pricing
You know the cost before you commit. No variable fees based on complexity or time.
When You're Ready
A first conversation is always free
Whether you know exactly which service suits you, or you'd like to talk it through first — get in touch. We'll respond promptly and suggest the most appropriate next step.
Get in Touch