Financial Planning Subscription Plans
Choose the consultation plan that best fits your financial planning needs and goals. All plans include personalized guidance and ongoing support.
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Essential Planning
Perfect for individuals starting their financial planning journey who need foundational guidance and support.
Includes GST, no hidden fees
- Monthly 45-minute consultation session
- Basic financial planning discussions
- Email support between sessions
- Consultation notes and action items
- Flexible scheduling options
Comprehensive Planning
Our most popular plan offering detailed financial planning discussions and comprehensive ongoing support for serious planners.
Includes GST, no additional charges
- Monthly 60-minute consultation session
- Detailed financial planning analysis
- Priority email and phone support
- Comprehensive consultation summaries
- Quarterly progress review sessions
Premium Planning
Comprehensive service for high-net-worth individuals requiring extensive planning discussions and priority access to consultation time.
Includes GST, premium service level
- Monthly 90-minute consultation sessions
- Advanced planning strategy discussions
- Unlimited email and phone support
- Detailed written consultation reports
- Monthly progress tracking reviews
- Priority scheduling and emergency consultations
Important Pricing Information
- All subscription prices include 10% GST as required under Australian tax law
- No commission fees or transaction charges apply to consultation services
- Subscriptions are billed monthly on your enrollment date with automatic renewal
- Cancel anytime with 30 days notice, no refunds for partial billing periods
Consultation services do not involve credit products N/A - No credit facilities offered% Subscription rates are fixed for the current billing period
We do not offer loans, credit, or financing products
Australian Financial Services License holder, regulated by ASIC
All services comply with Australian financial services regulations and consumer protection laws
Frequently Asked Questions
Can I change my subscription plan at any time?
Yes, you can upgrade or downgrade your plan with changes taking effect at your next billing cycle.
What happens if I miss a scheduled consultation?
We offer one rescheduling per month at no charge. Additional changes may incur scheduling fees.
Are there any setup fees or long-term contracts?
No setup fees apply and all plans are month-to-month with no long-term commitment required.
Ready to Start Your Financial Planning Journey
Join over 2412 satisfied clients who have transformed their financial future through our personalized consultation approach.
Contact Our Team