Choose Your Financial Planning Path
Select the subscription plan that best fits your financial planning needs. All plans include ongoing consultations, analytical reviews, and personalized support.
Individual results may vary based on personal circumstances, market conditions, and adherence to financial planning recommendations.
Past performance does not guarantee future results.
Essential Planning
per month
- Monthly consultation sessions
- Basic financial analysis
- Email support
- Resource library access
Setup Fee: $50 one-time
Additional Sessions: $95/hour
Professional Planning
per month
- Unlimited monthly consultations
- Comprehensive analytical reviews
- Priority email and phone support
- Advanced resource library
- Quarterly planning workshops
Setup Fee: No setup fee
Additional Sessions: Included
Premium Planning
per month
- Unlimited consultations and reviews
- Advanced market analysis
- 24/7 priority support
- Complete resource suite
- Monthly strategy workshops
- Dedicated planning coordinator
Setup Fee: No setup fee
Additional Sessions: Included
Pricing Details
GST Information
All prices include Australian Goods and Services Tax (GST) where applicable.
GST rate: 10% included in displayed prices
Payment Terms
Monthly subscriptions are billed in advance. Setup fees (where applicable) are charged once upon enrollment.
Payment processing fees may apply depending on your chosen payment method.
No credit facilities offered. All services are subscription-based with monthly billing.
Compare Plans
| Features | Essential Planning | Professional Planning | Premium Planning |
|---|---|---|---|
| Monthly consultations | |||
| Analytical reviews | |||
| Email support | |||
| Resource library access |
Have Questions?
Not sure which plan is right for you? Our team can help you choose the best option for your financial planning needs.
Talk to Our Team