Choose Your Financial Planning Approach
Transparent pricing with no hidden fees — find the subscription level that matches your needs
Individual results may vary based on personal circumstances, market conditions, and implementation of advice
Past performance does not guarantee future results
Essential Plan
Perfect for individuals starting their financial planning journey
per month
- Monthly financial health check
- Email support within 48 hours
- Basic budgeting guidance
- Quarterly planning review
- Digital planning tools access
Professional Plan
Comprehensive planning for serious financial growth
per month
- Bi-weekly consultation calls
- Priority support within 24 hours
- Detailed financial analysis
- Custom planning strategies
- Tax optimization guidance
Premium Plan
Complete financial management for high-net-worth individuals
per month
- Weekly consultation sessions
- Same-day response guarantee
- Advanced analytical reviews
- Multi-generational planning
- Direct adviser mobile access
- Estate planning consultation
Additional Fee Information
Consultation Fee: No additional charges
Ad-hoc Consultation: $180-$220 per hour
Initial Setup: Included in first month
Tax Information
All prices include applicable Australian Goods and Services Tax
GST Rate: 10%
GST applies to Australian residents under current tax legislation
Credit Product Information
Representative APR for credit products N/A - No credit products offered% Financial planning services do not involve credit arrangements
Consultation services subject to individual financial circumstances
Important Pricing Notes
- Monthly subscriptions can be cancelled with 30 days' notice
- All consultations conducted by qualified financial planning professionals
- Pricing subject to annual review with advance notification
Pricing Questions
Can I change plans during my subscription?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle
Are there any setup fees?
No setup fees apply. Your first month includes complete onboarding and initial consultation
What happens if I cancel my subscription?
You retain access until your current billing period ends. We also provide a transition summary of your planning progress
Need a Custom Solution?
Large families or complex financial situations may require tailored approaches
Discuss Custom Options