Transparent Pricing for Professional Financial Planning
Choose the subscription plan that fits your financial planning needs and budget
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
Perfect for individuals starting their financial planning journey with professional guidance and support.
$180
per month
- Monthly 45-minute consultation session
- Email support between sessions
- Basic financial planning templates
- Quarterly progress reviews
- Access to planning resources library
Professional Planning
Comprehensive financial planning service with extended consultation time and priority support.
$250
per month
- Monthly 60-minute consultation session
- Priority email and phone support
- Customized planning recommendations
- Monthly progress tracking reports
- Access to exclusive planning tools
Premium Advisory
Complete financial advisory service with maximum consultation time and comprehensive planning support.
$350
per month
- Monthly 90-minute consultation session
- Unlimited email and phone support
- Comprehensive financial plan development
- Bi-weekly progress check-ins
- Advanced planning software access
- Priority booking for additional sessions
Pricing Details and Terms
All prices include 10% GST as required by Australian tax law.
Payment processing fees: 2.9% for credit cards, no additional fees for direct debit.
No interest charges apply. Monthly subscription billing with no long-term commitments required.
Regulated by ASIC under Australian Financial Services License
Optional Add-On Services
Extra Consultation Session
Additional 60-minute consultation session available as needed for complex planning situations.
$95 per session
Learn MoreDetailed Written Plan
Comprehensive written financial plan document based on your consultation sessions and goals.
$150 per plan
Learn MoreFrequently Asked Questions
Can I change my subscription plan?
Yes, you can upgrade or downgrade your subscription plan at any time. Changes take effect at your next billing cycle.
Is there a minimum subscription period?
No minimum commitment required. You can cancel your subscription at any time with 30 days notice.
What payment methods do you accept?
We accept major credit cards, debit cards, and direct bank transfers for convenient monthly billing.
Ready to Start Your Financial Planning Journey?
Choose your plan and begin working with professional financial planning guidance today.
Contact Us