Choose Your Planning Subscription
Transparent pricing for professional financial guidance — select the plan that matches your needs and financial goals.
Essential Plan
$149
per month
Perfect for individuals seeking basic financial guidance and occasional consultations to establish solid financial foundations.
- Monthly consultation session (60 minutes)
- Email support for urgent questions
- Basic financial health assessment
- Access to resource library
No setup fees, cancel anytime with 30 days notice
Professional Plan
$250
per month
Comprehensive planning for individuals and couples ready for detailed financial analysis and strategic guidance.
- Bi-weekly consultation sessions (60 minutes each)
- Priority email and phone support
- Comprehensive financial analysis reports
- Quarterly strategy review meetings
- Access to exclusive planning tools
No setup fees, includes GST, flexible scheduling
Premium Plan
$395
per month
Complete financial planning solution for high-net-worth individuals requiring intensive guidance and complex strategy development.
- Weekly consultation sessions (90 minutes each)
- 24/7 priority support access
- Advanced analytical reviews and modeling
- Tax planning integration support
- Estate planning consultation coordination
- Direct consultant mobile access
No hidden fees, priority booking, dedicated consultant
Payment Information
Commission Structure: No commission-based recommendations — we operate on a transparent subscription model aligned with your interests.
GST Information: All prices include 10% GST as required under Australian tax law.
Accepted Payments: Credit cards, bank transfer, and direct debit options available for your convenience.
Billing Cycle: Monthly billing on your subscription anniversary date with automatic renewal unless cancelled.
Cancellation Policy: Cancel anytime with 30 days written notice — no penalties or cancellation fees apply.
Additional consultation sessions available at $120 per hour for Essential plan members.
No financing offered — all subscriptions are month-to-month service agreements.
Important Information
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Common Questions
What's included in consultation sessions?
Each session includes personalized discussion of your financial situation, strategic recommendations, and follow-up action items.
Can I upgrade or downgrade my plan?
Yes, plan changes take effect at your next billing cycle with no penalties or additional fees.
Are there any setup or hidden fees?
No setup fees, cancellation fees, or hidden charges — the monthly subscription price is all you pay.
Ready to Start Planning?
Choose your plan above or contact us to discuss which option best fits your financial planning needs.
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