Choose Your Financial Planning Subscription
Simple, transparent pricing for comprehensive financial guidance
Individual results may vary.
Past performance does not guarantee future results.
Starter Consultation
Perfect for those beginning their financial planning journey
No setup fees, cancel anytime with 30 days notice
- Monthly 30-minute consultation session
- Basic financial health assessment
- Email support between sessions
- Essential planning guidance and recommendations
- Advanced strategy development not included
Complete Planning
Our comprehensive monthly subscription for serious financial planning
Includes all features, no hidden costs or additional fees
- Monthly 60-minute comprehensive consultation
- Detailed financial strategy development
- Quarterly plan reviews and adjustments
- Priority email and phone support
- Access to planning resources and tools
Premium Advisory
Enhanced service for complex financial situations and high-net-worth individuals
Premium service level with enhanced features and priority access
- Bi-weekly 45-minute consultation sessions
- Advanced financial modeling and scenario analysis
- Estate planning guidance and coordination
- Tax optimization strategy development
- Direct advisor phone access during business hours
- Coordination with other professional advisors
Pricing Details
Payment Structure: All fees are subscription-based with no commission charges on any recommendations
GST Inclusion: All prices include 10% GST as required by Australian tax law
No additional fees for standard consultations and planning services
Representative APR N/A% Subscription fees are fixed monthly amounts We do not offer credit products or lending services
Pricing Questions
Can I change my subscription plan?
Yes, you can upgrade or downgrade your subscription plan at any time. Changes take effect from the next billing cycle, and we'll adjust your charges accordingly.
What payment methods do you accept?
We accept major credit cards (Visa, MasterCard, American Express) and direct debit from Australian bank accounts. All payments are processed securely through our payment providers.
Is there a setup fee or long-term contract?
No setup fees or long-term contracts required. You can cancel your subscription at any time with 30 days written notice. We believe in earning your business through consistent value delivery.
Have questions about which plan is right for you?
Contact Us