Subscription Pricing
Choose the financial planning approach that suits your needs
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
Monthly consultations and basic analytical reviews
per month
- Monthly consultation sessions
- Basic financial analysis
- Email support
- Goal tracking assistance
Complete Planning
Comprehensive planning with detailed analytical reviews
per month
- Weekly consultation access
- Comprehensive analytical reviews
- Priority email and phone support
- Advanced goal tracking
- Market insights and updates
Premium Planning
Unlimited consultations with comprehensive service
per month
- Unlimited consultation sessions
- Detailed analytical reports
- 24/7 priority support
- Advanced planning tools
- Quarterly strategy reviews
- Family planning consultations
All prices include GST
No additional fees or commissions apply
Licensed by ASIC ACN 847329
No credit extended - subscription service only
Optional Add-On Services
Document Review
Professional review of existing financial documents
$95 per review
Extended Consultation
Additional consultation time beyond standard allocation
$85 per hour
Written Analysis
Detailed written analysis of your financial position
$150 per report
Family Consultation
Joint planning sessions for couples or families
$120 per session
Pricing Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your subscription plan at any time. Changes take effect from the next billing cycle.
Are there setup fees?
No setup fees apply. Your first month includes account setup and initial consultation scheduling at no additional cost.
What payment methods do you accept?
We accept major credit cards and direct debit from Australian bank accounts. All payments are processed securely through encrypted systems.
Ready to Start Planning?
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