Choose Your Financial Planning Subscription
Professional financial planning guidance designed to fit your needs and budget. All plans include personalised consultations and ongoing support.
Individual results may vary significantly based on personal circumstances and implementation of discussed strategies.
Past performance does not guarantee future results.
Essential Planning
$150
per month
Perfect for individuals starting their financial planning journey who want professional guidance and support.
- Monthly consultation session (45 minutes)
- Basic financial health assessment
- Email support between sessions
- Advanced analytical reviews
- Priority scheduling
Professional Planning
$250
per month
Our comprehensive planning service for individuals ready to take control of their financial future with expert guidance.
- Bi-weekly consultation sessions (45 minutes each)
- Comprehensive financial analysis and planning
- Priority email and phone support
- Quarterly progress reviews and adjustments
- Access to planning resources and tools
Premium Planning
$400
per month
Maximum support for individuals with complex financial situations who need intensive guidance and frequent consultation.
- Weekly consultation sessions (45 minutes each)
- Advanced financial planning and analysis
- Direct phone line access to your consultant
- Monthly detailed progress reports
- Priority scheduling and same-day responses
- Unlimited email consultation between sessions
Pricing Information and Terms
- All prices include GST where applicable
- No hidden fees or commissions - transparent monthly subscription pricing
- Billed monthly in advance with automatic renewal unless cancelled
- Cancel anytime with 30 days' notice - no long-term contracts required
Licensed by AUSTRAC AML/CTF ID 847329
Monthly subscription fees are fixed with no interest charges or additional borrowing costs
Optional Add-On Services
Emergency Consultation
Additional consultation session when urgent financial decisions arise
$85 per session
Learn MoreDocument Review Service
Professional review of financial documents, contracts, or planning materials
$65 per review
Learn MoreSubscription Questions and Answers
Can I change my subscription plan anytime?
Yes, you can upgrade or downgrade your subscription plan with immediate effect. Changes are prorated based on your billing cycle, and you'll see the adjustment reflected in your next statement.
What happens if I miss a consultation session?
We understand that life happens! If you miss a scheduled session, we'll work with you to reschedule at no additional cost. We ask for at least 24 hours' notice when possible, but we're flexible with genuine emergencies.
Are there any setup fees or hidden costs?
No setup fees, no hidden costs. Your monthly subscription covers all included services, and any optional add-ons are clearly priced and require your explicit consent before being added to your account.
Ready to Start Your Financial Planning Journey?
Join over 3931 clients who have transformed their relationship with money through professional planning guidance. Choose your plan and schedule your first consultation today.
Begin Planning Now