Choose Your Financial Planning Subscription
Transparent pricing with no hidden fees — select the consultation level that matches your planning needs and financial situation.
Essential Planning
Perfect for getting started with professional financial guidance and basic planning support.
All fees include GST. No commission charges.
- Monthly 45-minute consultation session
- Basic financial goal review and tracking
- Email support for urgent questions
- Advanced planning strategies
- Detailed analysis reports
Professional Planning
Comprehensive planning service with detailed analysis — ideal for most clients seeking thorough financial guidance.
All fees include GST. No commission charges.
- Monthly 60-minute consultation session
- Comprehensive goal setting and progress tracking
- Priority email and phone support
- Detailed planning reports and summaries
- Quarterly comprehensive financial review
Premium Planning
Elite service level with maximum support and advanced planning strategies for complex financial situations.
All fees include GST. No commission charges.
- Monthly 90-minute consultation session
- Advanced planning strategies and complex analysis
- Unlimited email and phone support
- Monthly detailed progress reports
- Quarterly comprehensive reviews with recommendations
- Access to specialized planning resources and tools
All prices include GST (Goods and Services Tax)
No hidden fees or commission charges — transparent monthly pricing only
Licensed by ASIC AFS 847329
Important Financial Information
Individual results may vary.
Past performance does not guarantee future results.
Representative APR varies based on individual circumstances and service selections. Contact for personalized rate informationRates subject to change with 30 days notice. Terms and conditions apply.
Detailed Feature Comparison
| Features Included | Essential Planning | Professional Planning | Premium Planning |
|---|---|---|---|
| Monthly fixed fee structure | |||
| No minimum asset requirements | |||
| Direct advisor access included | |||
| Flexible consultation scheduling | Essential | Professional | Premium |
| Specialized planning resources |
Frequently Asked Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your subscription with 7 days notice. Changes take effect at your next billing cycle.
Are there any setup fees?
No setup fees or hidden charges. Your monthly subscription includes all consultation services and support listed in your chosen plan.
What happens if I cancel?
You can cancel anytime with 30 days notice. You'll retain access to services through your final billing period.
Ready to Start Your Financial Planning Journey
Choose your plan and schedule your first consultation — professional guidance is just one click away.
Get Started Today