Simple, Transparent Pricing for Financial Planning
Choose the monthly subscription that fits your needs
Individual results may vary
Past performance does not guarantee future results
Essential Planning
$199
per month
Perfect for getting started with structured financial guidance
What's Included
- Monthly consultation (30 minutes)
- Basic resource allocation review
- Email support
- Financial planning templates
All-inclusive monthly fee
No additional hourly charges
Professional Planning
$250
per month
Comprehensive planning with personalised attention and ongoing support
What's Included
- Monthly consultation (60 minutes)
- Detailed resource allocation analysis
- Priority email and phone support
- Custom financial planning reports
- Quarterly strategy reviews
Flat monthly subscription
No hidden fees or hourly rates
Premium Planning
$350
per month
Ultimate financial planning experience with maximum flexibility
What's Included
- Bi-weekly consultations (60 minutes each)
- Advanced resource allocation strategies
- Direct phone access to your planner
- Comprehensive financial reports
- Monthly strategy adjustments
- Tax planning coordination
Premium all-inclusive service
Unlimited consultation time included
Payment Information
Commission Structure: We do not receive commissions from financial products or third parties
GST: All prices include 10% GST as required by Australian tax law
Billing Cycle: Monthly subscriptions are billed in advance on the same date each month
Payment Methods: We accept major credit cards, debit cards, and direct debit
Representative APR Not applicable for subscription services% Fixed monthly pricing with 30 days notice for any changes
Compare Our Plans
| Feature | Essential Planning | Professional Planning | Premium Planning |
|---|---|---|---|
| Monthly consultation time | |||
| Resource allocation analysis | |||
| Support channels | |||
| Custom reports | |||
| Strategy reviews | 30 min | 60 min | 120 min total |
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription with 30 days notice. Changes take effect on your next billing cycle.
What happens if I miss a payment?
We'll notify you immediately and provide a 7-day grace period. Service may be suspended until payment is received.
Are there any setup fees?
No setup fees, joining fees, or hidden costs. You pay only the monthly subscription fee plus applicable GST.
Ready to Start Planning?
Join over 726 clients who trust us with their financial planning needs
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