Choose Your Planning Level
Flexible subscription options designed for different financial planning needs
Individual results may vary based on personal circumstances, market conditions, and implementation of recommendations.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with professional financial guidance and basic planning support.
- Monthly financial consultation (60 minutes)
- Basic resource analysis and budgeting guidance
- Email support for quick questions
- Access to planning tools and resources
Service Commission: No additional commission fees
Additional Consultation Rate: $95/hour for extra sessions
Comprehensive Planning
Complete financial planning with enhanced support and detailed strategic guidance for serious planners.
- Unlimited monthly consultations
- Comprehensive financial plan development
- Priority email and phone support
- Quarterly strategy review sessions
- Advanced planning tools and calculators
Service Commission: No additional commission fees
Additional Consultation Rate: Included in monthly fee
Premium Planning
Premium service with unlimited access, dedicated support, and advanced planning for complex financial situations.
- Unlimited consultations with priority scheduling
- Dedicated planning specialist assignment
- Monthly detailed progress reports
- Advanced tax and estate planning guidance
- Emergency financial consultation access
- Custom resource development for your situation
Service Commission: No additional commission fees
Additional Consultation Rate: All consultations included
Pricing Information and Terms
Tax Information
All prices are exclusive of GST. A 10% GST will be added to your subscription fee as required by Australian tax law.
Fee Structure
Our subscription fees are transparent with no hidden charges. Commission-free service means we work for you, not financial product providers.
Billing Process
Subscriptions are billed monthly in advance. You can upgrade, downgrade, or cancel your plan with 30 days' notice.
Optional Add-On Services
Specialized Tax Planning
In-depth tax optimization strategies and preparation guidance beyond basic planning
Price: $125/session
Estate Planning Consultation
Comprehensive estate planning guidance including wills, trusts, and inheritance strategies
Price: $175/session
Business Financial Planning
Financial planning specifically for business owners, including business and personal integration
Price: $200/session
Property Planning Analysis
Real estate focused financial planning including purchasing strategies and financing options
Price: $150/session
Representative APR for credit-related services N/A% Variable We do not offer credit products or loans. Our services focus on financial planning and consultation only.
Have Questions About Pricing?
We're happy to help you choose the right plan for your financial planning needs. Contact our team for personalized recommendations.
Contact Us