Professional Financial Planning Subscription
Transparent monthly pricing for comprehensive financial planning services. Choose the plan that matches your needs and start building a stronger financial future today.
Essential Planning
Perfect for individuals starting their financial planning journey
per month
- Monthly 30-minute consultation
- Basic financial health assessment
- Email support within 48 hours
- Access to planning resources
- No complex analysis included
Professional Planning
Comprehensive service for serious financial planning needs
per month
- Monthly 60-minute consultation
- Detailed financial analysis and recommendations
- Priority phone and email support
- Quarterly strategy review sessions
- Custom planning documents and reports
Premium Planning
Ultimate planning service for complex financial situations
per month
- Unlimited consultation access
- Comprehensive financial planning suite
- Same-day priority support
- Monthly strategy adjustment sessions
- Advanced analytical reports and modelling
- Direct advisor mobile access
All prices include GST and are quoted in Australian Dollars
Licensed by ASIC CAR 847329
Important Financial Information
Individual results may vary.
Past performance does not guarantee future results.
Representative APR varies based on individual circumstances and subscription terms. No interest charges apply to monthly subscription fees.
Payment and Fee Structure
Transparent Pricing Model
- Monthly subscription fees are fixed with no hidden charges or commissions
- No additional fees for standard consultations or support services
- Optional services outside subscription scope will be clearly quoted in advance
GST Information
All subscription prices include applicable GST at the standard rate of 10% for Australian residents.
Frequently Asked Questions
Can I cancel my subscription at any time?
Yes, you can cancel with 30 days notice. You'll retain access through your current billing period with no early termination fees.
What's included in the monthly consultation?
Your consultation includes personalised financial review, strategy discussion, and actionable recommendations based on your current situation and goals.
Do you provide advice for specific financial products?
We provide general guidance and analytical reviews to help you understand your options. We do not recommend specific products or manage client funds.