Transparent Pricing Plans
Choose the consultation level that matches your financial planning needs
Individual results may vary based on personal circumstances, effort, and market conditions.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started
$250
/per month
- Monthly 60-minute consultation
- Basic resource allocation review
- Email support between sessions
- Planning goal tracking
- No detailed analytical reports
- Limited to standard consultation topics
Service Fee:: Fixed monthly subscription
Minimum Commitment:: 3 months
Most Popular
Comprehensive Planning
For serious planners
$420
/per month
- Monthly 90-minute consultation
- Detailed analytical reviews
- Priority email and phone support
- Quarterly planning summaries
- Access to planning templates
- No urgent consultation requests
Service Fee:: Fixed monthly subscription
Minimum Commitment:: 6 months
Premium Planning
Complete planning support
$650
/per month
- Bi-weekly 60-minute consultations
- Comprehensive analytical reports
- Unlimited email and phone support
- Monthly detailed planning reports
- Priority scheduling and urgent consultations
- Quarterly comprehensive reviews
Service Fee:: Fixed monthly subscription
Minimum Commitment:: 12 months
Additional Services
Payment Information
Commission Structure:: We do not receive commissions from financial product recommendations
GST:: All prices include 10% GST as required by Australian law
Payment Methods:: Direct debit, credit card, or bank transfer
Billing Cycle:: Monthly in advance on subscription anniversary date
Representative APR N/A% N/A
- No credit products offered
Questions About Pricing?
Contact our team to discuss which plan best suits your financial planning needs.
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