Flexible Financial Planning That Fits Your Life
Choose the subscription level that matches your financial planning needs and budget. All plans include GST and provide ongoing professional support.
Individual results may vary significantly based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with professional financial guidance and building solid money management habits.
per month
- Monthly consultation session (30 minutes)
- Email support for urgent questions
- Basic financial goal tracking
- Quarterly progress review
Comprehensive Planning
Our most popular option offering complete financial planning support with regular reviews and flexible access.
per month
- Monthly consultation session (45 minutes)
- Unlimited email and phone support
- Detailed analytical reviews and reports
- Priority appointment scheduling
- Quarterly comprehensive planning updates
Premium Planning
Maximum support for complex financial situations requiring intensive guidance and frequent consultation access.
per month
- Bi-weekly consultation sessions (45 minutes each)
- 24/7 email support with priority response
- Comprehensive monthly analytical reports
- Emergency consultation availability
- Advanced planning strategy development
- Quarterly face-to-face meetings available
Important Pricing Information
All prices include GST (10%) as required by Australian law.
We operate on a subscription fee basis only and do not receive commissions from financial product recommendations.
Monthly billing in advance with 30 days notice required for cancellation.
Licensed by ASIC AFSL 234567
No credit or lending products offered - all services are fee-for-service consultations.
Common Pricing Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect at your next billing cycle.
What happens if I miss a monthly session?
Unused sessions don't roll over, but we're flexible about rescheduling within the same month when possible.
Are there any setup fees or contracts?
No setup fees or long-term contracts. You can cancel anytime with 30 days written notice.
Need Something Different?
We understand that financial situations are unique. If our standard plans don't quite fit your needs, let's discuss a customized approach.
Discuss Custom Options