Choose Your Financial Planning Subscription
Transparent pricing for comprehensive financial consultation services designed to fit your budget and goals
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
$150
per month
Perfect for individuals just starting their financial journey who need basic guidance and support
- Monthly 30-minute consultation call
- Basic financial health assessment
- Email support between sessions
- Access to planning resources and guides
Complete Planning
$250
per month
Our comprehensive service for individuals serious about optimizing their financial future with detailed analysis and ongoing support
- Monthly 60-minute comprehensive consultation
- Detailed financial analysis and recommendations
- Personalized action plans and goal tracking
- Priority email and phone support
- Quarterly progress reviews and strategy adjustments
Executive Planning
$400
per month
Premium service for high-net-worth individuals requiring sophisticated financial strategies and dedicated consultant access
- Bi-weekly 45-minute consultation sessions
- Advanced financial modeling and scenario planning
- Tax optimization strategy reviews
- Dedicated consultant with direct phone access
- Monthly written progress reports
- Complex financial situation specialist support
Important Pricing Information
Payment Terms
- All prices include GST where applicable and are charged monthly in advance
- Payments are processed securely on the same date each month using your chosen payment method
- All prices include applicable Australian GST (10%) where required by law
Additional Fees
- No hidden fees or commissions on any recommended financial products
- Subscription can be cancelled with 30 days notice without penalty
- Setup and consultation materials are included at no extra cost
Licensed by ASIC AFS 847329
For any credit-related recommendations, representative APR varies by provider APR rates range from 3.5% to 15.9% depending on individual circumstances% APR rates are variable and subject to change based on market conditions and creditworthiness
Frequently Asked Questions
Can I change my subscription plan?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect from your next billing cycle.
What happens if I miss a payment?
We'll contact you within 48 hours. Services remain active for 7 days to allow time for payment resolution.
Is there a long-term commitment required?
No long-term contracts required. You can cancel your subscription with 30 days written notice at any time.
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