Choose Your Financial Planning Subscription
Transparent pricing for professional financial planning guidance that fits your budget and goals
Individual results may vary
Past performance does not guarantee future results
Starter Planning
$150
per month
Perfect for individuals starting their financial planning journey who want professional guidance and support
- One monthly consultation session
- Basic financial planning review
- Email support between sessions
- Access to planning resources
Service Fee: No additional commissions
Additional Consultation Rate: $95/hour if needed
Comprehensive Planning
$250
per month
Our most popular plan offering comprehensive financial planning with regular consultations and priority support
- Two monthly consultation sessions
- Comprehensive financial analysis
- Priority email and phone support
- Advanced planning tools access
- Quarterly planning reviews
Service Fee: No additional commissions
Additional Consultation Rate: $85/hour if needed
Premium Planning
$400
per month
Comprehensive financial planning with unlimited consultations and premium support for complex financial situations
- Unlimited monthly consultations
- Advanced financial modeling
- Dedicated planning specialist
- Priority scheduling and support
- Monthly detailed reports
- Complex situation specialist access
Service Fee: No additional commissions
Additional Consultation Rate: Included in subscription
Payment Terms and Information
GST and Taxes
All prices include 10% GST as required by Australian tax law. GST is clearly itemized on your monthly invoices
Fee Structure
Our subscription model eliminates traditional commission-based fees. You pay only your monthly subscription with no hidden costs or additional charges for basic services
Billing Information
Subscriptions are billed monthly in advance on your chosen billing date. You can update your payment method or cancel anytime through your account settings
Representative APR for payment plans 0% APR (no financing charges apply) No variable APR - subscription pricing is fixed monthly
Compare Our Plans
| Features | Starter Planning | Comprehensive Planning | Premium Planning |
|---|---|---|---|
| Monthly consultations | 1 session | 2 sessions | Unlimited |
| Support level | Email only | Email + Phone | Priority access |
| Planning tools | Basic access | Advanced tools | Premium suite |
| Specialist access | General planning | Quarterly reviews | Dedicated specialist |
Questions About Our Plans
Not sure which financial planning subscription is right for you? Our team can help you choose the perfect plan based on your specific needs and goals
Speak to Our Team