Choose Your Financial Planning Path
Transparent pricing for professional financial guidance
Individual results may vary
Past performance does not guarantee future results
Essential Planning
$180
per month
Perfect for individuals starting their financial planning journey with basic consultation needs
- Monthly 60-minute consultation
- Basic financial health review
- Goal setting and priority planning
- Email support between sessions
No setup fees or commissions
Comprehensive Planning
$250
per month
Our signature service offering complete financial planning with regular reviews and ongoing support
- Unlimited monthly consultations
- Detailed financial analysis and reporting
- Strategic planning for major goals
- Priority email and phone support
- Quarterly comprehensive reviews
Includes all fees, no hidden charges
Premium Planning
$350
per month
Advanced planning for complex financial situations with expedited service and specialized attention
- Unlimited consultations with priority booking
- Advanced planning strategies and modeling
- Same-day response guarantee
- Dedicated planning professional
- Monthly detailed progress reports
- Access to specialist advisory network
Premium service, no additional fees
Pricing Information
Fees and Charges
All subscription fees are charged monthly in advance. We do not charge setup fees, cancellation penalties, or earn commissions from financial product recommendations.
Advisory fees only - no product commissions
GST Information
All prices include Goods and Services Tax (GST) at the current Australian rate.
GST rate: 10% (included in displayed prices)
Subscription APR 15.9% variable
Plan Comparison
| Features | Essential Planning | Comprehensive Planning | Premium Planning |
|---|---|---|---|
| Monthly consultations | |||
| Financial analysis depth | |||
| Response time guarantee | |||
| Specialist network access |
Questions About Pricing?
Our team is happy to discuss which plan best suits your financial planning needs and goals
Speak With Advisor