Choose Your Planning Package
Professional financial planning services designed to fit your needs and budget
Essential Planning
$150
per month
Perfect for individuals starting their financial planning journey with basic consultation needs
- Monthly 30-minute consultation session
- Basic financial health assessment
- Email support for quick questions
- Annual plan review and updates
All prices include GST
Comprehensive Planning
$250
per month
Our flagship service offering complete financial planning guidance and ongoing support
- Monthly 60-minute consultation sessions
- Detailed financial analysis and reporting
- Tax optimization strategies and guidance
- Retirement planning and superannuation advice
- Priority email and phone support
All prices include GST
Premium Advisory
$400
per month
Advanced planning for complex financial situations requiring specialized expertise
- Monthly 90-minute consultation sessions
- Advanced tax and estate planning strategies
- Comprehensive risk assessment and insurance review
- Quarterly detailed portfolio analysis
- Unlimited priority support via all channels
- Access to specialist advisors and resources
All prices include GST
Payment Information
All fees are charged monthly in advance via secure payment processing systems
- No setup fees or hidden charges apply to any subscription plan
- Payments are automatically processed on the same date each month
- All prices include Goods and Services Tax (GST) as required by Australian law
Licensed by ASIC, Australian Financial Services License No. 828088
Individual results may vary
Past performance does not guarantee future results
Representative APR 0% No credit or financing arrangements apply to our subscription services
Important Information
- All subscriptions can be cancelled with 30 days written notice
- Services are provided subject to our Terms and Conditions and Privacy Policy
- Individual results may vary based on personal circumstances and market conditions
Frequently Asked Questions
Can I change my plan at any time?
Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect at your next billing cycle
What happens if I need to cancel?
You can cancel your subscription with 30 days written notice. Services continue until the end of your current billing period
Are there any additional fees?
No, there are no setup fees, cancellation fees, or hidden charges. The monthly fee covers all included services
Need a Custom Solution?
For businesses or complex financial situations requiring specialized services, we offer customized planning solutions
Contact us for pricing