Financial Planning Subscription Pricing
Choose the consultation package that fits your financial planning needs and budget — transparent pricing with no hidden fees.
Essential Planning
Perfect for those starting their financial planning journey
- Monthly consultation session (45 minutes)
- Basic financial position review
- Goal setting and priority discussion
- Email support between sessions
Comprehensive Planning
Our flagship service with complete financial guidance
- Extended consultation sessions (60 minutes)
- Detailed financial strategy discussions
- Resource allocation guidance
- Priority email and phone support
- Quarterly progress reviews
Premium Planning
For clients with complex financial situations
- Multiple monthly sessions (up to 90 minutes total)
- Advanced strategy development
- Tax planning discussions
- Estate planning considerations
- Dedicated advisor relationship
- Bi-weekly check-in availability
Important Pricing Information
- All prices include GST and are charged monthly in advance
- Payment processing fees may apply depending on chosen payment method
- Representative APR varies by payment method, typically 0% for direct debit
Individual results may vary.
Past performance does not guarantee future results.
Licensed by ASIC ACN 847329
Frequently Asked Questions
Can I change my subscription plan anytime?
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at your next billing cycle.
What happens if I need to pause my subscription?
We offer subscription pausing for up to 3 months per year for unexpected circumstances. Contact us to discuss your situation.
Are there any setup fees or long-term contracts?
No setup fees or long-term commitments required. You can cancel anytime with 30 days written notice.
Ready to Transform Your Financial Future?
Join thousands of Australians who've taken control of their finances through professional planning guidance. Start your subscription today and experience the confidence that comes with having a clear financial roadmap.
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