Choose Your Planning Approach
Flexible subscription options designed to match your financial planning needs and commitment level.
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Essential Planning
Perfect for those starting their financial planning journey with basic consultation needs.
- Monthly 45-minute consultation
- Basic financial analysis review
- Email support between sessions
- Resource library access
Comprehensive Planning
Our signature service offering complete financial planning support and regular guidance.
- Monthly 60-minute consultation
- Detailed financial analysis reports
- Priority email and phone support
- Quarterly strategy reviews
- Market insights updates
Premium Planning
Advanced planning for complex financial situations requiring intensive consultation and analysis.
- Bi-weekly 60-minute consultations
- Advanced analytical modeling
- Direct phone access to advisers
- Monthly written reports
- Tax planning coordination
- Estate planning discussions
Pricing Information
Payment Terms
- • Monthly subscriptions billed in advance on the same date each month
- • All fees include GST and are payable in Australian dollars
- • 30 days notice required for subscription changes or cancellation
Additional Fees
- • Initial setup consultation: $95 (waived for annual subscriptions)
- • Additional consultation sessions: $120 per hour
- • Written report supplements: $75 per report
All prices include 10% GST
Australian Financial Services Representative under AFSL 492139
Subscription financing available at representative APR 8.9% APR representative% Variable rate subject to credit assessment and current market conditions
Common Questions
Can I change my subscription plan?
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at your next billing cycle.
What if I need to cancel?
Subscriptions can be cancelled anytime with 30 days written notice. No cancellation fees apply after the minimum term.
Are there long-term contracts?
We offer both month-to-month and annual options. Annual subscriptions receive discounts and additional benefits.
Ready to Begin?
Choose the subscription plan that matches your financial planning needs and start building a stronger financial future.
Get Started Now