Choose Your Financial Planning Solution
Transparent subscription pricing for professional financial planning services. No hidden fees, no commission-based recommendations — just honest guidance tailored to your needs.
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Essential Planning
Perfect for individuals starting their financial planning journey who need professional guidance and regular check-ins.
No commission fees apply. Price includes GST.
- Monthly consultation sessions
- Personal financial review
- Email support access
- Advanced strategy development
- Priority support access
Professional Planning
Comprehensive financial planning with enhanced support for individuals with more complex financial situations and goals.
No commission fees apply. Price includes GST.
- Bi-weekly consultation sessions
- Detailed financial analysis
- Strategic planning development
- Priority email and phone support
- Quarterly progress reviews
Comprehensive Solutions
Premium financial planning service for high-net-worth individuals requiring sophisticated strategies and frequent consultation access.
No commission fees apply. Price includes GST.
- Weekly consultation availability
- Advanced strategic planning
- Multi-generational planning
- Dedicated consultant assignment
- 24/7 priority support access
- Custom reporting and analysis
Pricing Information and Terms
All prices include 10% GST as required under Australian tax law.
We do not charge commissions on recommended financial products. Our fee structure is transparent and subscription-based only.
No credit or loan products are offered. Representative APR: Not applicable.
Licensed by AFSL 847329
Frequently Asked Questions
Can I change or cancel my subscription?
Yes, you can modify or cancel your subscription at any time with 30 days' written notice. Pro-rated refunds apply for unused portions of monthly subscriptions.
Are there any setup or cancellation fees?
No setup fees or cancellation penalties apply. The monthly subscription fee covers all service costs with complete transparency.
What payment methods do you accept?
We accept major credit cards, direct debit, and bank transfers. Payment is processed securely through Australian financial institutions.
Need Something Different?
We understand that every financial situation is unique. Contact us to discuss custom planning solutions tailored to your specific requirements and circumstances.
Discuss Options