Choose Your Financial Planning Subscription
Transparent monthly pricing for comprehensive financial planning services. No hidden fees, no commission-based sales — just professional guidance when you need it.
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
Perfect for individuals seeking regular financial guidance and basic strategy development
$189
per month
- Monthly 45-minute consultation
- Basic financial strategy development
- Email support between sessions
- Quarterly progress reviews
Comprehensive Planning
Our flagship service with extended consultations and detailed strategy development
$250
per month
- Monthly 60-minute consultation
- Detailed personalized strategies
- Priority email support
- Monthly progress reviews
- Access to specialist advisors
Premium Advisory
Enhanced service for complex financial situations requiring specialized attention
$349
per month
- Two monthly consultations (90 minutes total)
- Advanced strategy development
- Direct phone support access
- Bi-weekly progress reviews
- Multiple specialist consultations
- Custom analysis and reporting
Pricing Information
All prices include GST where applicable. No additional taxes or fees.
Monthly subscription fee covers all consultations and support services. No commission-based charges.
Billing occurs monthly on your subscription anniversary date. Cancel anytime with 30 days notice.
No financing offered. Services are billed monthly at the stated subscription rate.
Licensed by ASIC AFS 847329
Frequently Asked Questions
Can I change my plan at any time?
Yes, you can upgrade or downgrade your subscription with one month's notice. Changes take effect at your next billing cycle.
What if I need to cancel my subscription?
You can cancel anytime with 30 days' written notice. No cancellation fees or penalties apply to your subscription.
Do you offer refunds for unused services?
Individual results may vary. We do not provide refunds for subscription services, but we work to ensure satisfaction within each billing period.
Are there any setup fees or hidden costs?
No setup fees or hidden costs. The monthly subscription price covers all consultations, strategy development, and ongoing support services.
Need Something Different?
Have specific requirements or need a customized approach to financial planning? Our team can develop tailored solutions for unique situations.
Contact Our Team