Choose Your Planning Level
Professional financial planning subscriptions designed to fit your needs and budget. All plans include personalized consultations and ongoing support.
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started
$275
per month
- Monthly consultation session
- Basic financial analysis
- Email support
- Market updates
No hidden commissions or product sales
All prices include GST
Complete Planning
Comprehensive financial guidance
$385
per month
- Bi-weekly consultation sessions
- Detailed analytical reviews
- Priority phone support
- Quarterly strategy reviews
- Custom planning documents
Fee-based service with transparent pricing
All prices include GST
Premium Planning
Maximum support and analysis
$525
per month
- Weekly consultation access
- Advanced analytical modeling
- 24/7 priority support
- Monthly strategy sessions
- Comprehensive planning reports
- Emergency consultation access
Premium service with no product commissions
All prices include GST
Pricing Information
All subscription fees are charged monthly in advance. Pricing includes GST and there are no setup fees or hidden charges.
Representative APR N/A - No credit products offered% Subscription pricing may change with 30 days notice
Licensed by ASIC AFN 482791
Compare Our Plans
| Features | Essential Planning | Complete Planning | Premium Planning |
|---|---|---|---|
| Monthly Consultations | |||
| Analytical Reviews | |||
| Support Access | |||
| Strategy Sessions | |||
| Documentation | Included | Advanced | Priority |
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription plan with one billing cycle notice. Changes take effect at your next billing date.
Are there any setup fees?
No setup fees or hidden charges. The monthly subscription fee is the only cost, and it includes GST.
What happens if I need to cancel?
You can cancel anytime with 7 days notice. We'll honor any scheduled consultations within your notice period.
Ready to Start Planning?
Choose the plan that fits your needs and begin your financial planning journey today. All plans include a satisfaction guarantee.
Contact Us