Simple, Transparent Pricing for Professional Financial Planning
Choose the subscription plan that fits your financial planning needs. All plans include personal consultations and ongoing support with no hidden fees.
Individual results may vary based on personal circumstances, market conditions, and implementation of recommendations
Past performance does not guarantee future results
Essential Planning
$150
per month
Perfect for individuals starting their financial planning journey who want professional guidance and accountability.
- Monthly 45-minute consultation
- Personal financial review
- Goal setting and tracking
- Email support between sessions
Professional Planning
$250
per month
Our comprehensive planning service for serious individuals and couples ready to optimize their financial future.
- Monthly 60-minute consultation
- Detailed financial analysis
- Tax planning strategies
- Priority email and phone support
- Quarterly progress reports
Premium Planning
$400
per month
Elite-level financial planning for high-net-worth individuals requiring sophisticated strategies and personalized attention.
- Bi-weekly 60-minute consultations
- Advanced planning strategies
- Estate planning guidance
- Direct advisor phone access
- Monthly detailed reports
- Annual comprehensive review
Pricing Details and Fees
Monthly subscription fees are charged in advance and include all consultation services as specified in each plan
All prices include GST where applicable under Australian tax law
No percentage-based fees or commissions are charged on your financial assets or transactions
Additional consultation time beyond your plan allowance is available at $180 per hour
Representative APR N/A - No lending products offered% Subscription fees are fixed monthly amounts and do not vary based on market performance
Compare All Plans
| Features | Essential Planning | Professional Planning | Premium Planning |
|---|---|---|---|
| Monthly consultation time | |||
| Financial analysis depth | |||
| Communication support | |||
| Progress reporting | |||
| Additional services | 45 min / 60 min / 120 min | Basic / Comprehensive / Advanced | Email / Email + Phone / Direct Access |
Ready to Start Your Financial Planning Journey
Join 923 clients who have already transformed their financial future with professional planning guidance. Choose your plan and schedule your first consultation today.
Get Started TodayFrequently Asked Questions About Pricing
Can I change my plan after subscribing?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle, and we'll adjust your services accordingly.
What happens if I miss a monthly consultation?
Unused consultation time can be carried forward for up to two months or combined for longer sessions, ensuring you get full value from your subscription.
Are there any setup fees or cancellation penalties?
No setup fees or cancellation penalties apply. You can cancel your subscription at any time with 30 days' notice, and you'll retain access through your paid period.