Choose Your Financial Planning Subscription
Transparent monthly pricing with no hidden fees or long-term contracts
Individual results may vary based on personal circumstances, implementation, and market conditions
Past performance does not guarantee future results
Essential Planning
Perfect for getting started with financial planning
$150
per month
- Monthly 45-minute consultation call
- Basic budget review and analysis
- Email support between sessions
- Access to planning resources library
- Advanced planning strategies not included
No commission charges or additional transaction fees
Complete Planning
Comprehensive financial planning for serious savers
$250
per month
- Monthly 60-minute consultation call
- Comprehensive financial health assessment
- Personalised action plans and strategies
- Priority email and phone support
- Quarterly progress reviews
Includes all consultation fees with no hidden charges
Executive Planning
Premium service for high-net-worth individuals
$450
per month
- Two monthly 60-minute consultation calls
- Advanced planning strategies and analysis
- Direct advisor phone access
- Customised financial planning documents
- Tax planning coordination assistance
- Annual comprehensive financial review
Premium service with dedicated advisor access included
Payment Information
All prices include GST as required by Australian tax law
Our subscription model means no commission-based recommendations
Payment processing fees may apply depending on your chosen payment method
Representative APR for financed subscriptions 12.9% APR (variable)% APR may vary based on individual circumstances and credit assessment
Additional Services
One-off Consultations
$180 per hour
Individual consultation sessions for specific financial questions or project-based planning
Project-Based Planning
$850 - $2,500
Comprehensive financial planning projects including detailed analysis and implementation guidance
Pricing Questions
Can I cancel my subscription anytime?
Yes, you can cancel with 30 days notice. No long-term contracts or cancellation fees.
Are there any additional charges?
No hidden fees. Your monthly subscription includes all consultation time and support services listed in your plan.
Do you offer refunds?
We do not offer refunds for completed consultation months, but you can cancel future billing at any time.
Need Something Different?
We can create customised planning packages for unique situations, family offices, or business owners with specific requirements.
Discuss Custom Planning