Choose Your Planning Level
Flexible subscription options designed to match your financial planning needs and goals
Essential Planning
Perfect for getting started with professional financial guidance
per month
- Monthly 45-minute consultation
- Personalized action plan
- Email support between sessions
- Goal tracking and progress review
- Access to planning resources
Complete Planning
Comprehensive guidance for serious wealth builders
per month
- Monthly 60-minute consultation
- Detailed financial analysis
- Priority phone and email support
- Quarterly strategy reviews
- Advanced planning tools access
Premium Planning
Ultimate planning support for high-net-worth individuals
per month
- Bi-weekly 60-minute consultations
- Comprehensive wealth analysis
- 24/7 priority support access
- Monthly written reports
- Advanced strategy implementation
- Direct advisor phone line
Important Pricing Information
- All prices include GST (10% Goods and Services Tax) as required by Australian law.
- Our subscription model ensures advice independence — we earn no commissions from third-party products.
- Monthly fees are automatically charged on your subscription anniversary date via secure payment processing.
Representative APR for payment plan options: 8.9% APR variable% APR may vary based on credit assessment and payment term selection.
Licensed by ASIC AFS Licence 847329
Important Service Notices
Individual results may vary significantly based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Optional Add-On Services
Tax Strategy Session
Specialized consultation focusing on tax optimization strategies
$95 per session
Estate Planning Review
Comprehensive estate planning analysis and recommendations
$150 per session
Business Owner Consultation
Specialized planning for business owners and entrepreneurs
$120 per session
Property Strategy Session
Real estate and property planning guidance
$110 per session
Frequently Asked Questions
Can I change my plan level anytime?
Yes, you can upgrade or downgrade your subscription plan with changes taking effect at your next billing cycle.
What happens if I miss a scheduled consultation?
We offer flexible rescheduling with 24 hours notice. Missed appointments without notice may result in forfeited session credit.
Are there any setup fees or long-term contracts?
No setup fees are charged, and you can cancel your subscription anytime with 30 days written notice.
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