Choose Your Financial Planning Subscription

Individual results may vary

Past performance does not guarantee future results

Essential Consultation

$180

per month

Monthly consultation focused on understanding your current financial landscape and key decision points.

  • 30-minute monthly consultation
  • Basic financial situation review
  • Email support between sessions
  • Market update summaries

Monthly Fee: No commissions - transparent monthly fee

No hidden costs or setup fees

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Standard Planning

$250

per month

Comprehensive monthly consultations with detailed analytical reviews tailored to your financial goals.

  • 60-minute monthly consultation
  • Detailed financial analysis
  • Priority email and phone support
  • Personalized market insights
  • Quarterly progress reviews

Monthly Fee: No commissions - transparent monthly fee

Includes GST, no additional charges

Choose Standard

Premium Advisory

$380

per month

Comprehensive advisory service with unlimited consultations and priority access to our senior consultants.

  • Unlimited monthly consultations
  • Senior consultant assignment
  • 24-hour response guarantee
  • Advanced analytical reports
  • Monthly written summaries
  • Emergency consultation access

Monthly Fee: No commissions - transparent monthly fee

All-inclusive pricing with GST

Go Premium

Payment Information

GST: All prices include applicable GST (10%) where required under Australian tax law

Payment Methods: We accept major credit cards, direct debit, and bank transfers

Billing Cycle: Monthly subscriptions are billed on the same date each month. You can cancel anytime

No setup fees, cancellation fees, or hidden charges

Representative APR N/A - No credit offered% Our services are subscription-based with no credit or financing components

Compare Our Plans

Features Essential Consultation Standard Planning Premium Advisory
Consultation Length 30 minutes 60 minutes Unlimited
Support Response Time 48 hours 24 hours Same day
Consultant Level Standard Experienced Senior
Written Reports Basic summaries Detailed analysis Comprehensive reports
Emergency Access Not included Limited Full access

Pricing Questions

Can I upgrade or downgrade my plan?

Yes, you can change your subscription plan at any time. Changes take effect at your next billing cycle, and we'll adjust your payment accordingly.

What happens if I miss a payment?

We'll notify you of any payment issues and provide a grace period to update your payment method. Service may be temporarily suspended for non-payment.

Do you offer refunds?

Due to the personalized nature of our consultation services, subscription fees are non-refundable. However, you can cancel anytime without penalties.

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