Choose Your Plan
Flexible subscription options designed to match your financial planning needs and budget.
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Essential
Perfect for getting started
$150
per month
Includes:
- One monthly consultation session
- Basic financial analysis
- Email support
- Market updates
Service Fee: $150/month + GST
Management Fee: No additional fees
Professional
Comprehensive planning support
$250
per month
Includes:
- Two monthly consultation sessions
- Comprehensive analysis and reports
- Priority email and phone support
- Weekly market insights
- Goal tracking and progress reviews
Service Fee: $250/month + GST
Management Fee: No additional fees
Premium
Maximum flexibility and support
$400
per month
Includes:
- Unlimited consultation sessions
- Advanced analysis and modeling
- 24/7 priority support
- Daily market updates
- Quarterly strategy reviews
- Access to specialist advisors
Service Fee: $400/month + GST
Additional Services: $180/hour for specialized projects
Add-On Services
Tax Planning Review
Comprehensive analysis of your tax situation with optimization strategies
$300
one-time
Estate Planning Consultation
Review of estate planning needs and strategy recommendations
$450
one-time
Important Pricing Information
- All prices include GST as required by Australian law.
- We do not receive commissions from financial products we may discuss.
- Subscriptions are billed monthly in advance. Cancel anytime with 30 days notice.
- No cancellation fees apply. Unused portions of monthly subscriptions are not refundable.
Representative APR N/A% (Variable)
Frequently Asked Questions
Can I change plans at any time?
Yes, you can upgrade or downgrade your subscription at any time. Changes take effect at your next billing cycle.
What happens if I need to cancel?
You can cancel with 30 days written notice. Your subscription remains active until the end of your current billing period.
Are there any hidden fees?
No hidden fees. All costs are clearly outlined in your subscription agreement. GST is included in advertised prices.
Ready to Get Started?
Join the thousands of Australians who trust us with their financial planning. Choose the plan that fits your needs and start your journey today.
Contact Us