Choose Your Financial Planning Subscription
Transparent monthly pricing with no hidden fees or commission conflicts
Individual results may vary.
Past performance does not guarantee future results.
Essential Plan
Perfect for individuals starting their financial planning journey who want professional guidance without the complexity.
per month
What's included:
- Monthly 30-minute consultation call
- Basic budgeting and goal setting guidance
- Email support for urgent questions
- Access to planning resources and templates
Advisory Fee:: No additional fees
Additional Consultation:: $95/hour
Comprehensive Plan
Our flagship offering for individuals and couples who want thorough financial planning with ongoing support and guidance.
per month
Everything in Essential plus:
- Monthly 60-minute comprehensive review
- Detailed financial plan development and updates
- Priority email support with 24-hour response
- Quarterly goal review and strategy adjustment
- Access to specialized planning worksheets
Advisory Fee:: No additional fees
Additional Consultation:: $85/hour
Premium Plan
For high-net-worth individuals requiring sophisticated planning strategies and enhanced access to financial expertise.
per month
Everything in Comprehensive plus:
- Monthly 90-minute strategic planning session
- Complex financial situation analysis
- Same-day email response guarantee
- Quarterly comprehensive financial health report
- Advanced tax planning consultation
- Direct phone access to your consultant
Advisory Fee:: No additional fees
Additional Consultation:: $75/hour
Pricing and Payment Terms
Fee Structure
All pricing is clearly stated with no hidden costs. We operate on a subscription model with no commission-based product sales.
Additional consultation time beyond your plan's allocation is billed at the stated hourly rate.
GST Information
All prices include Australian GST (Goods and Services Tax) where applicable.
GST treatment follows current Australian taxation legislation and may vary based on your circumstances.
Representative APR:: N/A% (No credit or financing offered)
Compare All Plans
| Features | Essential Plan | Comprehensive Plan | Premium Plan |
|---|---|---|---|
| Monthly consultation duration | |||
| Email response time | |||
| Specialized planning tools | |||
| Direct consultant phone access | |||
| Quarterly comprehensive reports | Standard | Priority | Premium |
Have Questions About Pricing
Not sure which plan fits your needs? We're happy to discuss your situation and recommend the most suitable option.
Contact Us