Transparent Pricing for Professional Planning
Choose the comprehensive subscription plan that transforms your financial future
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started
$250
per month
- Monthly 60-minute consultation sessions
- Personalized financial analysis and recommendations
- Email support between sessions
- Quarterly progress reviews
- No setup fees or hidden charges
- Cancel anytime with 30 days notice
No commission-based recommendations
All prices include GST where applicable
Professional Planning
Enhanced support and priority access
$375
per month
- Extended 90-minute consultation sessions
- Priority booking and scheduling flexibility
- Comprehensive financial health assessments
- Unlimited email and phone support
- Monthly progress tracking and adjustments
- Advanced planning tools included
Independent, unbiased advice
All prices include GST where applicable
Executive Planning
Complete financial advisory partnership
$500
per month
- Weekly consultation availability
- Dedicated senior advisor assignment
- Complex financial situation specialization
- Tax planning coordination support
- Estate planning consultation included
- Same-day response guarantee
Premium service with full transparency
All prices include GST where applicable
Important Pricing Information
- All subscriptions are month-to-month with no long-term contracts required
- Prices are fixed for 12 months from your start date
- Payment is processed monthly via secure direct debit
Representative APR N/A - No credit facility offered% Monthly subscription fees are fixed for your chosen plan
Licensed by ASIC Corporate Authorised Representative No. 001287653
GST Registration: 89 634 892 157
Pricing Questions
Can I change my plan after starting?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle, and we'll pro-rate any adjustments fairly.
What happens if I need to pause my subscription?
You can pause your subscription for up to 3 months per year for circumstances like extended travel or temporary financial constraints. Just give us 30 days notice.
Are there any additional fees I should know about?
No hidden fees whatsoever. The monthly subscription price is all you pay — no setup fees, no cancellation penalties, no surprise charges.
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