Choose Your Financial Planning Subscription
Transparent pricing for comprehensive financial planning guidance
Individual results may vary based on personal circumstances, market conditions, and implementation of recommendations.
Past performance does not guarantee future results.
Consultation Only
Monthly planning sessions for straightforward financial situations
- One 60-minute consultation monthly
- Basic financial health assessment
- Goal setting and priority planning
- No ongoing support between sessions
- No comprehensive analysis tools
Complete Planning
Full financial planning with ongoing support and analysis
- Monthly 90-minute consultation sessions
- Comprehensive financial analysis and reporting
- Unlimited email support between sessions
- Priority scheduling and urgent consultation access
- Quarterly progress reviews and strategy adjustments
Premium Advisory
Comprehensive planning with enhanced services and priority access
- Bi-weekly consultation sessions (120 minutes monthly)
- Advanced analysis tools and market insights
- Direct phone access to planning team
- Customised planning reports and documentation
- Same-day response guarantee for urgent matters
- Exclusive access to educational webinars and resources
Pricing Information
All prices include GST and are billed monthly in advance
No hidden fees or product commissions - transparent pricing only
Licensed by ASIC AFS Licence 534789
Representative APR 0% APR - subscription service with no interest charges% Fixed monthly subscription rates - no variable charges
Feature Comparison
| Service Features | Consultation Only | Complete Planning | Premium Advisory |
|---|---|---|---|
| Monthly consultation sessions | |||
| Transparent fixed pricing | 1 session monthly | 1 session monthly | 2 sessions monthly |
| No product commissions | |||
| Unlimited support access | Email support included | Phone and email support | |
| Advanced reporting tools |
Pricing Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription with one billing cycle notice. Changes take effect at your next billing date.
Are there any setup fees?
No setup fees or joining costs. Your first month includes initial consultation and account setup at no additional charge.
What payment methods do you accept?
We accept credit cards, debit cards, and direct bank transfers. All payments are processed securely through our encrypted payment system.
Need a custom solution for your specific situation?
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