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
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
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
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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