ONDA Lifestyle Concierge client
Eve is a classic example of our professional client's, she has a senior role, loves the challenge of her work and is well remunerated.
She knows that all banking, insurances and even utilities for the home, the investment properties, and the numerous personal entities are regularly reviewed for value... and as for the annual grind of spending hours looking for end of tax year records, there is none as everything is professionally managed by ONDA.
Eve travels for work and really appreciated her ONDA online vault this year when she had her bag and passport stolen. Her ONDA client manager provided a copy of her passport, notified banks and arranged replacement travel documents.
In addition to the time savings of 4 hours per month, plus 5 hours at the end of each tax year preparing for tax returns (Total 53 hours saved), ONDA also delivered Eve:
- $2,500 reduction in general insurance costs + identified 1 lapsed policy
- $2,500 savings in utility costs
- Assisted with implementing new Wills
- $1,500 savings by renegotiating existing bank interest rates
- Avoided $1,200 in late fees and penalties
- 50% of ONDA’s $1k monthly management fee was tax deductible = net cost of service nil plus 9 hours of Eve’s time saved