Choose your financial planning subscription
Get to know transparent pricing designed around your needs — no hidden fees, no commission-based recommendations, just straightforward monthly subscriptions.
Individual results may vary significantly
Past performance does not guarantee future results
Essential Plan
Perfect for getting started with basic financial planning guidance and monthly check-ins.
per month
- Monthly 30-minute consultation
- Basic financial health assessment
- Email support between sessions
- Resource allocation guidance
Management Fee: 0.75%
Additional Consultation Rate: $120/hour
Professional Plan
Our signature offering with comprehensive planning support and regular strategic reviews.
per month
- Monthly 60-minute consultation
- Comprehensive analytical reviews
- Priority email and phone support
- Strategic planning assistance
- Quarterly progress assessments
Management Fee: 0.65%
Additional Consultation Rate: $100/hour
Premium Plan
Comprehensive support with unlimited consultations and advanced planning strategies.
per month
- Unlimited consultation time
- Advanced strategic planning
- 24/7 priority support
- Monthly detailed reports
- Tax planning coordination
- Estate planning guidance
Management Fee: 0.55%
Additional Consultation Rate: $80/hour
Payment Information
Advisory Commission: We do not receive commissions from third-party financial products
GST Information: All prices include 10% GST as required by Australian tax law
Monthly subscriptions are billed in advance with automatic renewal. Cancellation requires 30 days notice.
Representative APR: N/A (subscription service, not credit product)
Past performance does not guarantee future results. Individual results may vary significantly
Frequently Asked Questions
Can I change plans after subscribing?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle.
What happens if I cancel my subscription?
You can cancel with 30 days notice. You'll retain access through your current billing period but won't be charged again.
Are there any setup fees or contracts?
No setup fees and no long-term contracts. You can cancel anytime with proper notice period.
Need something different? We offer customized planning packages for unique situations.
Custom Quote