Subscription Plans

Choose the consultation level that matches your financial planning needs

Individual results may vary significantly based on personal circumstances

Past performance does not guarantee future results

Essential Plan

Perfect for getting started

$149 /per month
  • Monthly consultation session
  • Basic financial analysis
  • Email support included
  • Resource library access

All fees include GST. No setup fees or commissions apply

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Most Popular

Professional Plan

Comprehensive financial guidance

$250 /per month
  • Bi-weekly consultation sessions
  • Detailed financial analysis
  • Priority phone and email support
  • Personalized planning documents
  • Quarterly progress reviews

GST included. Transparent pricing with no hidden charges

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Premium Plan

Complete financial consultation service

$395 /per month
  • Weekly consultation availability
  • Comprehensive financial modeling
  • Direct consultant access
  • Advanced planning strategies
  • Monthly detailed reports
  • Priority scheduling and support

Premium service with GST included and no additional fees

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Important Pricing Information

  • All displayed prices include GST as required by Australian tax law
  • Licensed by ASIC AFSL 445984
  • We do not charge commissions or receive payments from third-party financial product providers
  • Subscription APR N/A - Fixed monthly subscription feesNo interest charges apply to subscription payments

Frequently Asked Questions

Can I change my plan anytime

Yes, you can upgrade or downgrade your subscription with changes taking effect at your next billing cycle

What happens if I miss a payment

We'll notify you of missed payments and provide a grace period before suspending services

Are there any setup fees

No setup fees, activation charges, or hidden costs—just your chosen monthly subscription rate

Need Something Different

Contact us to discuss customized consultation arrangements that fit your specific requirements and schedule preferences

Contact Us