Choose Your Financial Planning Path
Simple, transparent pricing designed to fit your financial planning needs. No hidden fees, no complicated tiers — just professional guidance when you need it.
Individual results may vary significantly based on personal circumstances, market conditions, and implementation of recommendations.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with financial planning
per month
- Monthly consultation session (30 minutes)
- Basic financial health assessment
- Email support between sessions
- Access to planning resources library
- Limited to basic planning areas
Complete Planning
Comprehensive financial planning for serious goals
per month
- Monthly consultation session (60 minutes)
- Comprehensive financial analysis
- Personalized strategy development
- Ongoing plan refinements and adjustments
- Priority email and phone support
Premium Planning
Maximum support for complex financial situations
per month
- Bi-weekly consultation sessions (60 minutes each)
- Advanced financial modeling and projections
- Quarterly comprehensive strategy reviews
- Access to specialist consultations
- 24/7 priority support access
- Custom planning tools and resources
Pricing Details and Terms
All prices include GST and are charged monthly in advance
No setup fees, commission charges, or hidden costs
Representative APR: 0% (no interest charges apply to subscription fees)
Licensed by ASIC Australian Financial Services License
Compare All Features
| Feature | Essential Planning | Complete Planning | Premium Planning |
|---|---|---|---|
| Personalized consultations | |||
| Ongoing monthly support | |||
| Flexible subscription model | |||
| Comprehensive planning approach | |||
| Advanced financial projections | Basic projections only | Standard projections included | Advanced modeling included |
Frequently Asked Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at your next billing cycle.
What happens if I miss a consultation?
We understand life happens. You can reschedule with at least 24 hours notice, and we'll work with you to find alternative times.
Are there any long-term commitments?
No lock-in contracts. You can cancel your subscription anytime with 30 days notice, giving you complete flexibility.
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