Transparent Pricing for Everyone
Choose the subscription level that matches your needs — all plans include GST and provide clear value without hidden fees.
Individual results may vary based on personal circumstances, market conditions, and implementation of recommendations.
Past performance does not guarantee future results.
Starter Planning
Perfect for individuals beginning their financial planning journey
$149
per month (inc. GST)
- Monthly 45-minute consultation
- Basic financial analysis
- Email support between sessions
- Access to planning resources
Complete Planning
Comprehensive planning for growing wealth and complex needs
$250
per month (inc. GST)
- Monthly 60-minute consultation
- Detailed financial analysis
- Priority email support
- Quarterly strategy reviews
- Access to specialist resources
Executive Planning
Premium service for high-net-worth individuals and complex situations
$399
per month (inc. GST)
- Monthly 90-minute consultation
- Comprehensive financial analysis
- Phone and email support
- Monthly strategy adjustments
- Access to executive resources
- Additional consultation time available
Pricing Information
- All prices include GST (Goods and Services Tax) as required by Australian law
- Monthly subscription fees are charged automatically on your chosen billing date
- Billing occurs monthly with 30 days notice for any price changes
Licensed by ASIC AFS 547892
Services provided under ASIC AFS License 547892 with appropriate professional indemnity coverage
Compare Plans
| Features | Starter Planning | Complete Planning | Executive Planning |
|---|---|---|---|
| Monthly consultation time | |||
| Financial analysis depth | |||
| Support availability | |||
| Strategy review frequency | |||
| Resource access level | Standard | Priority | Premium |
Frequently Asked Questions
Can I change plans or cancel anytime?
Yes, you can upgrade, downgrade, or cancel your subscription with 30 days notice. Changes take effect at your next billing cycle.
What happens if I miss a monthly consultation?
We offer flexible rescheduling within the same month when possible. Unused consultations don't roll over to subsequent months.
Are there any additional fees?
No hidden fees. The monthly subscription covers all included services. Additional consultation time may be available at standard hourly rates.
Ready to Begin?
Join thousands of Australians who have improved their financial outlook through professional monthly guidance.
Contact Us