Transparent Pricing for Professional Financial Planning
Choose the subscription plan that fits your financial planning needs
Individual results may vary and are not guaranteed.
Past performance does not guarantee future results.
Essential Planning
$149
per month
Perfect for individuals starting their financial planning journey
- Monthly 45-minute consultation
- Basic financial analysis
- Email support
- Goal setting and tracking
- Advanced analytical reviews not included
Professional Planning
$250
per month
Comprehensive monthly financial consultations with detailed analytical reviews
- Monthly 60-minute consultation
- Comprehensive financial analysis
- Priority email and phone support
- Detailed progress reports
- Custom action plans
Premium Advisory
$399
per month
Complete financial planning solution with unlimited support
- Monthly 90-minute consultation
- Advanced analytical reviews
- Unlimited email and phone support
- Quarterly strategy sessions
- Priority scheduling
- Family financial planning included
Pricing Information
- All prices include GST where applicable
- No setup fees or hidden charges
- Billed monthly on the anniversary of your subscription start date
- Cancel anytime with 30 days notice - no cancellation fees
Representative APR N/A - No credit providedPricing is subscription-based with no credit arrangements
Licensed by ASIC AFSL 482751
Licensed by ASIC AFSL 482751 - Professional Indemnity Insurance held
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription plan at any time. Changes take effect at your next billing cycle.
What payment methods do you accept?
We accept all major credit cards and direct debit from Australian bank accounts for your convenience.
Is there a minimum subscription period?
No minimum commitment required. You can cancel your subscription anytime with 30 days notice.
Need Something Different?
We can create custom consulting arrangements for unique situations or business financial planning needs.
Discuss Custom Options