Transparent Pricing for Professional Planning
Choose the financial planning subscription that fits your needs. All prices include GST and come with our commitment to transparent, professional service.
Individual results may vary
Past performance does not guarantee future results
Starter Planning
$150
per month
Perfect for those beginning their financial planning journey with focused monthly guidance.
- 45-minute monthly consultation
- Basic financial strategy review
- Email support between sessions
- Access to planning resources
Professional Planning
$250
per month
Comprehensive planning support with extended consultations and priority assistance.
- 90-minute monthly consultation
- Comprehensive strategy analysis
- Priority email and phone support
- Advanced planning tools access
- Quarterly progress reviews
Premium Planning
$400
per month
Our most comprehensive service with unlimited support and personalized attention.
- 120-minute monthly consultation
- Multi-scenario planning analysis
- Unlimited phone and email support
- Premium resource library access
- Monthly progress tracking reports
- Direct advisor mobile contact
Important Pricing Information
- All prices include 10% GST
- Payment processing fee of 2.5% applies to all credit card transactions
- Subscriptions are billed monthly in advance on the same date each month
- Cancel anytime with 30 days' notice - no cancellation fees or penalties
Additional Service Information
No setup fees, hidden charges, or long-term commitments required. What you see is what you pay.
Representative APR: N/A (no credit products offered)
Licensed by ASIC AFSL 648783
Compare All Features
| Feature | Starter Planning | Professional Planning | Premium Planning |
|---|---|---|---|
| Monthly consultation duration | |||
| Email/phone support level | |||
| Planning tools access | |||
| Progress tracking | |||
| Direct advisor contact | Varies by plan | Standard to Unlimited | Basic to Premium |
Pricing Questions
Can I change plans later?
Yes, you can upgrade or downgrade your plan anytime. Changes take effect at your next billing cycle, and we'll prorate any differences accordingly.
What payment methods do you accept?
We accept all major credit cards, debit cards, and bank transfers. All payments are processed securely through our encrypted payment system.
Is there a money-back guarantee?
We offer a 14-day satisfaction period for new subscribers. If you're not completely satisfied with your first consultation, we'll refund your initial payment in full.
Need help choosing the right plan for your situation?
Contact Our Team