Choose Your Financial Planning Subscription
Transparent pricing with no hidden fees. All plans include applicable taxes and provide month-to-month flexibility.
Individual results may vary significantly.
Past performance does not guarantee future results.
Starter Consultation
$180
per month
Perfect for those beginning their financial planning journey or seeking occasional professional guidance.
- Monthly email consultation session
- Basic financial situation analysis
- Resource allocation guidance
- Access to planning templates
Most Popular
Professional Guidance
$250
per month
Comprehensive consultation service with ongoing support for active financial planners.
- Unlimited email consultations
- One phone consultation monthly
- Detailed analytical reviews
- Personalized planning strategies
- Priority customer support
Premium Advisory
$380
per month
Comprehensive advisory support for complex financial situations and major life transitions.
- Everything in Professional plan
- Two phone consultations monthly
- Advanced scenario modeling
- Tax optimization strategies
- Estate planning considerations
- Quarterly comprehensive reviews
Pricing Information
- • All prices include GST and applicable Australian taxes
- • Payment processing fees may apply based on chosen payment method
- • Subscriptions bill monthly on the same date you initially subscribe
- • Cancel anytime before your next billing cycle with no penalties
Regulated under Australian Financial Services License
No interest charges apply to monthly subscription services
Compare Subscription Features
| Feature | Starter Consultation | Professional Guidance | Premium Advisory |
|---|---|---|---|
| Email consultations | Monthly sessions | Unlimited access | Unlimited access |
| Phone consultations | Not included | 1 per month | 2 per month |
| Analytical reviews | Basic analysis | Detailed reviews | Advanced analysis |
| Response time | 48-72 hours | 24-48 hours | 12-24 hours |
Have Questions About Our Plans?
Our team is here to help you choose the right subscription for your financial planning needs.
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