Choose Your Financial Planning Journey
Transparent subscription pricing designed for real financial progress
Individual results may vary based on personal circumstances, market conditions, and adherence to guidance provided.
Past performance does not guarantee future results.
Essential Planning
Perfect for individuals starting their financial planning journey
$150
per month
Professional Planning
Comprehensive guidance for serious financial planning goals
$250
per month
Premium Planning
Intensive support for complex financial situations and high-value planning
$400
per month
Pricing Details
Service Fees: All prices include consultation fees and service charges. No hidden costs or commission fees on financial products.
GST Information: All prices include 10% GST as required by Australian tax law
Billing Cycle: Monthly subscriptions are billed in advance on the same date each month. Cancel anytime with 30 days notice.
Subscription Terms N/A - not applicable to consultation services Fixed monthly pricing with no interest charges or variable rates
Add-On Services
One-Time Financial Review
Comprehensive assessment of your current financial position and recommendations
$300
Add ReviewDocument Preparation Service
Professional assistance with financial documentation and planning materials
$150
Add DocumentationFrequently Asked Questions
Can I change my subscription plan
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at the start of your next billing cycle.
What happens if I miss a consultation
We offer flexible rescheduling options. Missed consultations can be rescheduled within the same month when possible.
How do I cancel my subscription
You can cancel your subscription at any time by providing 30 days written notice. Your service will continue until the end of your current billing period.
Need Something Different
Looking for a customized consultation package or have unique requirements? We can create a tailored plan that fits your specific financial planning needs.
Contact Us