Choose Your Plan
Professional financial planning subscriptions designed to fit your needs and budget. All plans include GST and provide ongoing access to qualified financial planning professionals.
Essential
$199
per month
Perfect for individuals starting their financial planning journey who need basic guidance and support.
- Monthly 45-minute consultation
- Email support within 24 hours
- Basic financial health assessment
- Resource library access
No hidden fees, cancel anytime
No commissions earned on product recommendations
Professional
$299
per month
Comprehensive planning for individuals serious about optimizing their financial strategy and achieving specific goals.
- Bi-weekly 60-minute consultations
- Priority email and phone support
- Detailed financial analysis reports
- Goal tracking and progress monitoring
- Tax planning guidance
Transparent monthly fee, no surprises
Fee-only structure with no product commissions
Premium
$449
per month
Elite service for high-net-worth individuals requiring sophisticated financial planning strategies and dedicated support.
- Weekly 75-minute consultations
- Direct advisor phone line
- Advanced financial modeling
- Estate planning coordination
- Insurance review and analysis
- Dedicated account manager
All-inclusive monthly fee
Fiduciary standard with transparent fee structure
Payment Information
GST Included
All prices include GST (Goods and Services Tax) as required by Australian tax law. No additional taxes will be added at checkout.
Fee Structure
Our fee-only model means we earn compensation solely from your subscription fees, not from commissions on financial products we may discuss during consultations.
Payment Methods
We accept major credit cards, debit cards, and direct bank transfer. All payments are processed securely using encrypted payment systems.
Representative APR for payment plans 0% APR0% APR on monthly subscriptions, no interest charges
Frequently Asked Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle, and we'll pro-rate any differences in cost.
What's included in consultations?
Consultations include review of your financial situation, discussion of planning strategies, goal setting, and personalized guidance based on your circumstances. We provide written summaries after each session.
Is there a minimum commitment?
No long-term contracts required. You can cancel your subscription at any time with 30 days notice. We believe in earning your business through quality service, not binding agreements.
Not sure which plan is right for you? Our team can help you choose the best option based on your specific needs and goals.
Schedule Consultation