Simple, Transparent Pricing for Professional Financial Planning
Choose the subscription level that matches your financial planning needs and goals. All plans include personalized consultations and ongoing support.
Individual results may vary significantly based on personal circumstances.
Past performance does not guarantee future results.
Essential Planning
$180
per month
Perfect for individuals starting their financial planning journey who want professional guidance and basic analytical reviews.
- Monthly 45-minute consultation session
- Basic financial health assessment
- Email support between sessions
- Access to planning resources and tools
Comprehensive Planning
$250
per month
Our most popular option — comprehensive financial planning with detailed analytical reviews and enhanced support for serious financial goals.
- Monthly 60-minute consultation session
- Detailed financial analysis and reporting
- Priority email and phone support
- Quarterly strategy review sessions
- Access to advanced planning tools
Premium Advisory
$350
per month
Comprehensive financial advisory service with unlimited consultations and premium support for complex financial situations.
- Unlimited consultation sessions (within reason)
- Advanced analytical reviews and modeling
- Direct phone access to your consultant
- Monthly detailed progress reports
- Tax planning consultation coordination
- Priority booking and extended session times
Important Pricing Information
- • All prices include GST (Goods and Services Tax) at the current Australian rate of 10%.
- • Monthly subscriptions are billed automatically on your chosen date. No setup fees or hidden charges apply.
- • Billing occurs monthly on the same date as your initial subscription. You can cancel anytime with 30 days' notice.
- • Cancel your subscription with 30 days' written notice. No cancellation fees apply, and you'll retain access through your final billing period.
No interest charges apply to subscription payments. Payment processing fees may apply depending on your chosen payment method.
Licensed by ASIC AFSL 123456
Compare All Features
| Features | Essential Planning | Comprehensive Planning | Premium Advisory |
|---|---|---|---|
| Monthly consultation duration | |||
| Financial analysis depth | |||
| Support availability | |||
| Strategy review frequency | |||
| Advanced planning tools | 45 minutes | 60 minutes | Unlimited sessions |
Questions About Pricing?
Our team is here to help you choose the right subscription level for your financial planning needs. We can discuss your goals and recommend the most suitable option.
Speak With Advisor