Choose Your Financial Planning Subscription
Transparent monthly pricing for professional financial guidance and consultation services
Individual results may vary significantly based on personal circumstances
Past performance does not guarantee future results
Essential Planning
Perfect for getting started with financial planning
$180
per month
- Monthly 45-minute consultation session
- Basic budgeting and expense analysis
- Email support between sessions
- Financial goal-setting guidance
Service Fee: No additional commission fees
Additional Consultation Rate: $85 per hour
Comprehensive Planning
Our most comprehensive financial planning service
$250
per month
- Monthly 90-minute consultation sessions
- Detailed financial analysis and reporting
- Priority phone and email support
- Quarterly financial reviews and adjustments
- Access to exclusive planning resources
Service Fee: No commission fees on recommendations
Additional Consultation Rate: $75 per additional hour
Premium Advisory
For complex financial situations requiring specialized attention
$395
per month
- Unlimited consultation access during business hours
- Dedicated senior advisor assignment
- Complex financial situation analysis
- Tax planning and optimization guidance
- Estate planning consultation coordination
- Annual comprehensive financial review
Service Fee: All services included in monthly fee
Additional Consultation Rate: Included in subscription
Payment Information
GST and Tax Information
All prices are inclusive of applicable Goods and Services Tax (GST) as required under Australian tax law.
Current GST rate of 10% is included in all displayed pricing
Fee Structure
Our transparent monthly subscription model means no hidden fees or surprise charges for our core planning services.
Additional services outside your subscription may incur separate charges, which will be clearly disclosed in advance
Representative APR for any payment plan arrangements 8.9% APR variable APR may vary based on individual circumstances and payment terms selected
Frequently Asked Questions
Can I cancel my subscription anytime?
Yes, you can cancel your monthly subscription with 30 days' notice. No cancellation fees apply to any of our plans.
What happens if I need more consultation time?
Additional consultation time is available at the hourly rates shown above. We'll always discuss any extra time needed before proceeding.
Do you offer refunds if I'm not satisfied?
While we don't offer refunds for services already provided, we work closely with clients to ensure satisfaction and will address any concerns promptly.
Need help choosing the right plan for your situation?
Speak with Advisor