Transparent Pricing
Choose the consultation approach that fits your financial planning needs
Individual results may vary based on personal circumstances, market conditions, and individual commitment to planning approaches.
Past performance does not guarantee future results.
Essential Planning
Perfect for individuals starting their financial planning journey
per month
- Monthly consultation sessions
- Basic financial review
- Goal-setting guidance
- Email support
Service Fee: No additional commissions
GST included
Comprehensive Planning
For those seeking detailed analytical reviews and ongoing guidance
per month
- Bi-weekly consultation sessions
- Comprehensive financial analysis
- Market dynamics reviews
- Priority support access
- Quarterly planning reports
Service Fee: No additional commissions
GST included
Premium Planning
Complete financial planning suite for complex situations
per month
- Weekly consultation availability
- Advanced analytical reviews
- Tax-efficient planning guidance
- Dedicated consultant access
- Monthly detailed reports
- Business planning integration
Service Fee: No additional commissions
GST included
Pricing Details
Payment Terms
- Monthly subscription billing in advance
- 30-day cancellation notice required
- Pro-rated adjustments for plan changes
Tax Information
- All prices include applicable GST
- Australian tax invoices provided
- Licensed by ASIC AFS License 123456
Representative APR N/A - Service fees, not credit product% Service fees are fixed monthly amounts
Pricing Questions
What's included in the monthly subscription?
Your subscription includes scheduled consultation sessions, analytical reviews, and ongoing professional guidance according to your chosen plan level.
Can I change my plan anytime?
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at the next billing cycle.
Are there any setup fees?
No setup fees or hidden charges. The monthly subscription price is all-inclusive for the services specified in your chosen plan.
What payment methods do you accept?
We accept major credit cards, direct debit, and bank transfers for monthly subscription payments.
Need Something Different?
For specialized consultation needs or business planning services, we offer customized pricing arrangements.
Contact us