Transparent Pricing for Complete Planning
One comprehensive subscription includes everything you need for ongoing financial planning support and consultation services.
Essential Planning
Perfect for individuals starting their financial planning journey with basic consultation needs.
- Monthly consultation session
- Basic financial review
- Goal setting assistance
- Email support
Complete Planning
Our flagship service offering comprehensive support for serious financial planning needs.
- Unlimited consultation sessions
- Comprehensive financial analysis
- Personalized strategy development
- Priority phone and email support
- Quarterly progress reviews
Premium Planning
Enhanced service level with additional features for complex financial situations.
- Unlimited priority consultations
- Advanced strategy optimization
- Risk assessment and management
- 24/7 priority support access
- Monthly detailed reports
- Dedicated planning specialist
All prices include GST
Licensed by ASIC AFSL 482739
Important Pricing Information
Individual results may vary.
Past performance does not guarantee future results.
Representative APR for payment plans: Variable APR 8.9% - 24.9% based on creditworthiness% Rates may vary based on individual circumstances and current market conditions
Detailed Fee Structure
Payment Processing
- Payment processing fees are included in subscription pricing
- International payments may incur additional bank charges
- Failed payment fees may apply for declined transactions
GST Information
- All services are subject to Australian GST at the current rate of 10%
- GST is included in all displayed subscription prices
- Tax invoices are provided for all subscription payments
Additional Service Fees
Document Preparation
Complex documentation requests may incur additional charges starting from $75
Expedited Services
Rush consultations outside normal scheduling may attract premium pricing
Third-Party Costs
External service costs are passed through at cost with prior approval
Have Questions About Pricing?
Our team is here to help you choose the right plan for your financial planning needs.
Contact Us