Simple, Transparent Pricing for Financial Planning
Choose the subscription plan that fits your needs. All plans include personalized consultations and comprehensive financial planning support.
Individual results may vary significantly based on personal circumstances, market conditions, and implementation of planning strategies.
Past performance does not guarantee future results.
Essential Plan
$199
per month
Perfect for individuals starting their financial planning journey who need regular guidance and support.
- Monthly 60-minute consultation
- Basic financial health assessment
- Goal-setting and progress tracking
- Email support between sessions
Commission:: No commission fees
Hourly Rate:: Included in subscription
Professional Plan
$250
per month
Our most popular option for serious planners who want comprehensive financial guidance and regular reviews.
- Bi-weekly 60-minute consultations
- Comprehensive financial analysis
- Resource allocation strategies
- Priority email and phone support
- Quarterly progress reports
Commission:: No commission fees
Hourly Rate:: Included in subscription
Premium Plan
$349
per month
Comprehensive planning for high-net-worth individuals requiring sophisticated financial strategies and frequent consultations.
- Weekly 60-minute consultations
- Advanced financial modeling
- Tax optimization strategies
- Estate planning guidance
- Dedicated advisor relationship
- 24/7 priority support access
Commission:: No commission fees
Hourly Rate:: Included in subscription
Payment Information
GST:: All prices include 10% GST as required by Australian law
Commission Structure:: We operate on a transparent subscription model with no hidden commission fees or sales incentives
Billing Cycle:: Monthly subscriptions are billed on the same date each month, with the first payment due upon signup
Payment Methods:: We accept all major credit cards, bank transfers, and PayPal payments
Representative APR for payment plans: 0.0% APR (no financing offered - immediate payment required)
Additional Information
All consultations are conducted by qualified financial planning professionals
Cancel anytime with 30 days notice - no long-term contracts required
Unused consultation time does not roll over to the following month
Past performance does not guarantee future results. Individual results may vary based on personal circumstances and market conditions.
Have Questions About Our Plans?
Our team is here to help you choose the right subscription for your financial planning needs.
Contact Our Team