Choose Your Financial Planning Subscription
Select the level of support that matches your goals and get started with professional financial guidance today
Individual results may vary significantly based on personal circumstances, market conditions, and implementation of strategies
Past performance does not guarantee future results
Essential Plan
Perfect for getting started with professional financial guidance and building solid money habits
$149
per month
- Monthly consultation call (45 minutes)
- Basic budget analysis and recommendations
- Email support for quick questions
- Access to financial planning resources
Professional Plan
Comprehensive support for serious financial planning with regular guidance and strategy development
$250
per month
- Two consultation calls per month (45 minutes each)
- Detailed financial analysis and planning
- Priority email and phone support
- Quarterly strategy review sessions
- Access to exclusive planning tools and calculators
Premium Plan
Maximum support for complex financial situations and ambitious goals requiring frequent guidance
$399
per month
- Unlimited consultation calls (scheduled as needed)
- Comprehensive financial planning and ongoing optimization
- 24-hour response guarantee for urgent questions
- Monthly detailed progress reports
- Direct access to senior financial planners
- Custom financial modeling and scenario planning
Pricing Information
- All prices include 10% GST as required by Australian law
- No additional fees or commissions - transparent monthly pricing only
- Billing occurs monthly in advance, with the ability to cancel anytime with 30 days' notice
Representative APR: 0% - no interest charges apply to subscription services
Licensed financial services provider in Australia - AFSL 088791
Optional Add-On Services
Tax Planning Review
Annual comprehensive tax strategy review and optimization recommendations
$299 annually
Superannuation Analysis
Detailed super fund review and contribution strategy development
$199 one-time
Emergency Financial Consultation
Urgent consultation for major financial decisions or unexpected situations
$149 per session
Property Planning Session
Specialized consultation for property purchase or financing decisions
$249 per session
Frequently Asked Questions
Can I change plans or cancel my subscription?
Yes, you can upgrade, downgrade, or cancel your subscription at any time. Changes take effect at your next billing cycle, and cancellations require 30 days' notice as outlined in our terms and conditions.
What happens if I miss a monthly payment?
We'll contact you about payment issues and provide a brief grace period. Services may be temporarily suspended for non-payment, but can be reactivated once payment is resolved. No penalties apply for occasional payment delays.
Do you offer refunds for unused services?
Monthly subscriptions are generally non-refundable due to the ongoing nature of consultation services. However, we'll work with you to reschedule missed appointments and ensure you receive the full value of your subscription.
Need Something Different?
If none of our standard plans fit your unique situation, we can create a custom solution that addresses your specific financial planning needs and goals.
Discuss Custom Options