Simple, Transparent Pricing
Choose the financial planning subscription that matches your needs — all plans include personalized consultations and ongoing support with no hidden fees.
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Basic Planning
Essential financial guidance for individuals starting their planning journey
per month
- Monthly 30-minute consultation
- Basic budget analysis
- Email support
- Financial goal setting
- Limited to basic planning topics
Complete Planning
Comprehensive financial planning for serious wealth builders
per month
- Monthly 60-minute consultation
- Comprehensive financial analysis
- Tax optimization strategies
- Retirement planning guidance
- Priority email and phone support
Premium Planning
Elite financial planning with unlimited access and priority service
per month
- Unlimited consultations
- Advanced wealth strategies
- Estate planning guidance
- Insurance optimization
- Quarterly portfolio reviews
- 24/7 priority support
Pricing Details
GST Inclusive
All prices include 10% GST as required by Australian tax law
No Commission Bias
We operate on a fee-only basis with no commissions from product sales, ensuring unbiased advice
Monthly Billing
All subscriptions are billed monthly in advance with automatic renewal
Additional Fees
- Document preparation fee $75 per document
- Specialized research fee $100 per hour
- Third-party consultation $150 per session
Representative APR for financing options 8.9%APR variable, subject to credit approval
Licensed by ASIC License No. 123456
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription at any time. Changes take effect at your next billing cycle with prorated adjustments.
What happens if I cancel my subscription?
You can cancel anytime with 30 days' notice. Your subscription remains active until the end of your current billing period with no refund for unused time.
Are there any setup fees or contracts?
No setup fees or long-term contracts required. Pay monthly with the flexibility to cancel anytime with proper notice.
Questions About Pricing?
Need help choosing the right plan or have specific questions about our pricing structure? Our team is here to help.
Contact Us Today