Simple, Transparent Consultation Plans
Choose the financial planning consultation approach that works best for your situation. All plans include access to our licensed professionals and personalized guidance.
Individual results may vary based on personal circumstances, market conditions, and other factors beyond our control.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with professional guidance
- Monthly one-on-one consultation session
- Financial situation review and analysis
- Goal setting and priority planning
- Email support between sessions
No additional fees or commissions
All prices include GST
Comprehensive Planning
Our most popular option for thorough financial planning
- Bi-weekly consultation sessions
- Detailed financial analysis and reporting
- Strategic planning for multiple goals
- Priority email and phone support
- Quarterly progress reviews
Includes comprehensive analysis tools
All prices include GST
Premium Partnership
For complex situations requiring ongoing attention
- Weekly consultation availability
- Advanced financial modeling and scenarios
- Multi-generational planning support
- Direct advisor phone line access
- Monthly detailed progress reports
- Coordination with your other professionals
Premium service with dedicated support
All prices include GST
Pricing Details
All subscription plans are billed monthly in advance. You can change or cancel your plan at any time with written notice. No long-term contracts or hidden fees.
We accept major credit cards, bank transfers, and direct debit arrangements for your convenience.
All prices include GST
Representative APR: 0% (no interest charges apply to our subscription services)
Licensed Professional Services
Licensed by ASIC ACN 847329
All consultations are provided by ASIC-licensed financial planning professionals. Our services comply with Australian financial services regulations and professional standards.
Common Questions
Can I change my plan later?
Absolutely. You can upgrade or downgrade your plan at any time. Changes take effect on your next billing cycle, and we'll pro-rate any differences.
Are there any setup fees?
No setup fees, cancellation fees, or hidden charges. The monthly subscription price is all you pay for our consultation services.
What if I need to pause my subscription?
We understand life happens. You can pause your subscription for up to 3 months per year if you need a temporary break from consultations.
Need Help Choosing?
Not sure which plan is right for your situation? Our team can help you select the best consultation approach based on your specific needs and goals.
Talk to Our Team