Choose Your Financial Planning Subscription
Explore flexible consultation options designed to support your financial planning journey with transparent pricing and no hidden fees
Individual results may vary significantly based on personal circumstances and market conditions
Past performance does not guarantee future results
Essential Planning
Perfect for getting started with financial planning basics
per month
- Monthly consultation session (up to 60 minutes)
- Email support for follow-up questions
- Basic financial planning resources
- Flexible scheduling options
No additional commission fees
Professional Planning
Comprehensive support for serious financial planning
per month
- Two consultation sessions monthly (up to 60 minutes each)
- Priority email and phone support
- Detailed analysis and strategic recommendations
- Access to exclusive planning tools and resources
- Quarterly progress reviews and adjustments
No commission fees on recommendations
Premium Advisory
Intensive support for complex financial situations
per month
- Unlimited consultation sessions (scheduled as needed)
- 24/7 priority support access
- Comprehensive financial analysis and planning
- Personalized strategy development and implementation
- Regular market updates and planning adjustments
- Direct access to senior planning consultants
Additional ad-hoc consultations at $120/hour
Pricing Information and Terms
All prices include applicable Australian GST
We do not earn commissions from financial product recommendations
Monthly subscriptions, cancel anytime with 30 days notice
Representative APR for payment plans Variable rate starting from 8.9% APR% APR may vary based on credit assessment and payment terms
Compare All Features
| Features | Essential Planning | Professional Planning | Premium Advisory |
|---|---|---|---|
| Monthly consultation sessions | |||
| Support access | |||
| Planning resources | |||
| Strategic analysis | |||
| Progress reviews | Email support | Email and phone | 24/7 priority access |
Frequently Asked Questions
Can I change plans or cancel anytime?
Yes, you can upgrade, downgrade, or cancel your subscription at any time with 30 days notice. There are no long-term commitments or cancellation fees.
Are there any hidden fees or commissions?
No hidden fees. Our pricing is transparent, and we don't earn commissions from any financial products we discuss during consultations. Results may vary based on individual circumstances.
What happens if I miss a scheduled consultation?
We offer flexible rescheduling options. Missed appointments can typically be rescheduled within the same month, subject to consultant availability.
Ready to Start Your Financial Planning Journey?
Choose the plan that fits your needs and begin building a stronger financial future today
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