Choose Your Financial Planning Subscription
Professional financial guidance designed to fit your needs and budget — with transparent pricing and no hidden fees. All plans include GST and provide flexible monthly commitment.
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
Perfect for individuals starting their financial planning journey
No commission fees
- Monthly consultation call (30 minutes)
- Basic financial health assessment
- Budgeting and cash flow guidance
- Email support between sessions
- Advanced planning strategies not included
Professional Planning
Comprehensive planning for serious wealth builders
No commission fees
- Monthly consultation call (45 minutes)
- Comprehensive financial analysis
- Strategic resource allocation guidance
- Tax optimisation strategies
- Priority email and phone support
Premium Planning
Ultimate planning solution for high-net-worth individuals
No commission fees
- Bi-monthly consultation calls (60 minutes each)
- Advanced wealth building strategies
- Estate planning considerations
- Tax minimisation planning
- Dedicated consultant relationship
- Quarterly comprehensive plan reviews
All prices include 10% GST
Licensed by ASIC AFS 847329
No interest charges or APR applicable - subscription service only
Compare Our Plans
| Features | Essential Planning | Professional Planning | Premium Planning |
|---|---|---|---|
| Monthly consultation time | |||
| Financial analysis depth | |||
| Support availability | |||
| Planning complexity | |||
| Dedicated relationship | 30 min | 45 min | 2x 60 min |
Frequently Asked Questions
Can I change or cancel my subscription?
Yes, you can modify or cancel your subscription at any time with 30 days notice. No cancellation fees apply.
What's included in the monthly consultation?
Each consultation includes personalised review of your financial situation, strategic guidance, progress tracking, and answers to your specific questions.
Are there any additional fees?
No hidden fees. The monthly subscription price includes all consultations, support, and planning services. GST is included in advertised prices.
Ready to Start Your Financial Journey?
Join over 1974 Australians who have transformed their financial future with professional guidance. Choose your plan and begin today.
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