Choose Your Planning Path
Transparent pricing for professional financial planning consultations tailored to your needs
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with professional financial guidance
$199
per month
- Monthly 60-minute consultation session
- Basic analytical review of your financial position
- Personalized action plan and recommendations
- Email support between sessions
- Access to financial planning resources
Service Commission: 2.5% of managed assets (if applicable)
Administration Fee: $25 per month (included in subscription)
Comprehensive Planning
Our most popular option for serious financial planning
$299
per month
- Monthly 90-minute consultation session
- Detailed analytical review and progress tracking
- Comprehensive financial action plans
- Priority email and phone support
- Quarterly goal review sessions
Service Commission: 2.0% of managed assets (if applicable)
Administration Fee: $35 per month (included in subscription)
Premium Advisory
Intensive support for complex financial situations
$450
per month
- Bi-weekly consultation sessions (120 minutes total)
- Advanced analytical reviews and modeling
- Detailed financial strategy development
- Direct phone access to your consultant
- Monthly progress reviews and adjustments
- Access to exclusive planning workshops
Additional Consultation Rate: $150 per hour
Minimum Additional Hours: 1 hour minimum booking
Important Pricing Information
All prices include GST (Goods and Services Tax) as required by Australian law. No hidden fees or additional charges apply to your chosen subscription plan.
Asset management commissions only apply if you choose to implement specific recommendations that involve ongoing management services. These are always disclosed and optional.
For any recommended financial products, representative APR and full terms will be provided separately. Past performance does not guarantee future results.
Compare All Plans
| Features Included | Essential Planning | Comprehensive Planning | Premium Advisory |
|---|---|---|---|
| Monthly consultation time | |||
| Analytical reviews | Basic review | Detailed review | Advanced modeling |
| Email support response | |||
| Additional services | Resources access | Quarterly reviews | Exclusive workshops |
| Phone support access |
Need Something Different?
Have unique requirements or a complex financial situation? We can create a customized planning approach that fits your specific needs and circumstances.
Discuss Custom OptionsPricing Questions
Can I change my plan after subscribing?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle, and we'll adjust your billing accordingly. There are no fees for plan changes, and we'll help you transition smoothly to your new service level.
What payment methods do you accept?
We accept all major credit cards (Visa, MasterCard, American Express) and direct debit from Australian bank accounts. All payments are processed securely, and you'll receive automatic receipts for your records. Payment is required monthly in advance.
Are there any setup fees or long-term contracts?
No setup fees, no long-term contracts, and no cancellation penalties. You can cancel your subscription at any time with 30 days' notice. We believe you should only continue if you're finding real value in our service. Results may vary based on individual circumstances.