Simple, Transparent Pricing
Choose the subscription plan that fits your financial planning needs. All plans include personalized consultations and ongoing support.
Individual results may vary based on personal circumstances, market conditions, and implementation of discussed strategies.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started
- Monthly consultation session
- Email support between sessions
- Basic financial goal setting
- Resource allocation guidance
All prices include GST
Professional Planning
Comprehensive financial guidance
- Bi-weekly consultation sessions
- Priority email and phone support
- Advanced analytical reviews
- Tax optimization discussions
- Estate planning considerations
All prices include GST
Premium Planning
Complete financial management
- Weekly consultation sessions
- 24/7 priority support access
- Comprehensive financial modeling
- Multi-generation planning
- Business financial integration
- Quarterly strategy reviews
All prices include GST
Payment Information
Service Fees
Our subscription model eliminates commission conflicts. You pay a transparent monthly fee with no hidden charges or transaction-based commissions.
Tax Information
All subscription prices include Australian Goods and Services Tax (GST) at the current rate of 10%. GST is clearly shown on all invoices.
Monthly subscription charges are processed automatically. No APR applies as these are service fees, not credit products.
What's Included
Expert Consultations
Regular sessions with qualified financial planners who understand Australian regulations and market conditions.
Ongoing Support
Email and phone support between scheduled sessions for quick questions and market updates.
Strategic Reviews
Comprehensive analysis of your financial position with actionable recommendations for improvement.
Pricing Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription plan with 30 days' notice. Changes take effect at the start of your next billing cycle.
Are there any setup fees?
No setup fees or hidden charges. Your monthly subscription fee covers all services included in your chosen plan.
What if I need to cancel?
You can cancel anytime with 30 days' notice. Your subscription continues until the end of your current billing period, with no early termination fees.
Need Help Choosing?
Not sure which plan is right for you? Our team can help you select the best subscription based on your current situation and financial goals.
Contact UsLicensed financial services provider under Australian Financial Services License