Choose Your Financial Planning Subscription
Transparent pricing for ongoing financial planning support
Choose the financial planning subscription that fits your needs. All plans include ongoing support and access to our experienced consultants.
Individual results may vary based on personal circumstances, market conditions, and implementation of discussed concepts.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with financial planning basics
$150
per month
- One 60-minute consultation per month
- Email support for quick questions
- Basic financial planning guidance
- Access to planning resources
Fee Structure: Monthly subscription, no setup fees
Additional Consultation Rate: $95/hour for extra sessions
Comprehensive Planning
Our most popular plan for serious financial planning
$250
per month
- Two 60-minute consultations per month
- Priority email and phone support
- Detailed financial planning discussions
- Market analysis and insights
- Retirement planning guidance
Fee Structure: Monthly subscription, no hidden costs
Additional Consultation Rate: $85/hour for additional consultations
Premium Planning
Comprehensive support for complex financial situations
$395
per month
- Four 60-minute consultations per month
- Unlimited email and phone support
- Advanced planning strategies
- Tax planning discussions
- Comprehensive market analysis
- Quarterly planning reviews
Fee Structure: Monthly subscription with premium support
Additional Consultation Rate: $75/hour for extra sessions
Payment Information
Service Fees
All fees are clearly stated with no hidden charges. Additional consultation hours are billed at the rates shown above.
We do not receive commissions from financial product sales, ensuring unbiased guidance.
GST Information
All prices include GST (Goods and Services Tax) as required under Australian tax law.
GST will be shown separately on your invoice for tax purposes.
Representative APR 0.0% Variable
No credit or financing provided. All fees are paid monthly in advance.
Frequently Asked Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your subscription at any time. Changes take effect at your next billing cycle.
What if I need to cancel?
You can cancel with 30 days notice. You'll continue to receive service through the end of your current billing period.
Are there any setup fees?
No setup fees or long-term contracts. You pay only the monthly subscription fee for your chosen plan.
Need Something Different?
Have unique requirements or need a customized approach? We can create a tailored financial planning subscription that fits your specific needs and circumstances.
Contact UsIndividual results may vary based on personal circumstances and implementation of discussed strategies. Past performance does not guarantee future results.
All subscriptions subject to our Terms and Conditions and Privacy Policy.