Choose Your Planning Plan
Flexible monthly subscriptions designed for your financial success
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Essential Planning
Perfect for individuals starting their financial planning journey
per month
- Monthly one-on-one consultation
- Basic financial planning review
- Email support between sessions
- Quarterly progress reports
Service Fee: No additional commission charges
Service Type: Consultation and guidance
Comprehensive Planning
Ideal for families and professionals seeking detailed financial strategies
per month
- Bi-weekly consultation sessions
- Detailed financial analysis and reporting
- Priority email and phone support
- Monthly written recommendations
- Access to planning tools and resources
Service Fee: No additional commission charges
Service Type: Comprehensive consultation and analysis
Premium Advisory
Complete financial planning solution for high-net-worth individuals
per month
- Weekly consultation availability
- Advanced strategic planning and analysis
- 24/7 priority support access
- Detailed quarterly financial reviews
- Custom planning documents and reports
- Direct advisor phone line
Additional Consultation Rate: $180 per hour
Service Type: Premium advisory and strategic planning
Pricing Details
Service Fees and Commissions
Our transparent pricing structure includes the following details
- • All monthly fees are inclusive of consultation services
- • No hidden commissions or additional charges
- • Payment processing fees may apply depending on payment method
GST Information
All prices include applicable Goods and Services Tax (GST) as required by Australian law.
GST rate of 10% is included in all displayed prices
Representative APR 15.9% APR variable% APR may vary based on subscription plan and payment terms
Frequently Asked Questions
Can I change plans at any time?
Yes, you can upgrade or downgrade your plan with 14 days notice. Changes take effect at the next billing cycle.
Are there any setup fees?
No setup fees apply to any of our subscription plans. You only pay the monthly subscription fee.
What happens if I need to cancel?
You can cancel anytime with 30 days written notice. No cancellation fees apply, and you'll have access to services until the end of your billing period.
Need Something Different?
Looking for a customized planning solution? We can create a tailored plan that meets your specific needs and circumstances.
Contact Us