Choose Your Financial Planning Subscription
Find the right level of support for your financial journey
Individual results may vary and no specific outcomes are guaranteed.
Past performance does not guarantee future results.
Essential Planning
Perfect for those starting their financial planning journey
Plus GST. No setup fees.
- Monthly 30-minute consultation
- Basic financial health assessment
- Email support between sessions
- Access to planning resources
Comprehensive Planning
Our most popular option for serious financial planning
Plus GST. Includes all features.
- Monthly 60-minute consultation
- Detailed financial analysis and recommendations
- Priority email and phone support
- Quarterly progress reviews
- Access to exclusive planning tools
Premium Planning
Complete financial guidance with premium support
Plus GST. Premium service level.
- Monthly 90-minute consultation
- Advanced financial modeling and scenarios
- Unlimited support between sessions
- Monthly written progress reports
- Priority scheduling and same-day responses
- Annual comprehensive financial review
Payment Information
Service Fees
All subscription fees are charged monthly in advance. No additional commission fees apply to our consultation services. Fees are fixed regardless of consultation topics or complexity.
GST Information
All prices are exclusive of GST. A 10% GST charge applies to all services provided to Australian residents. GST will be clearly shown on your monthly invoices.
We accept major credit cards, debit cards, and direct debit from Australian bank accounts. Payment processing is secured and encrypted.
Billing occurs monthly on the anniversary of your subscription start date. You can cancel anytime to avoid future charges.
Representative APR 0.00% Variable (applicable to credit-based financial products only)
Frequently Asked Questions
Common questions about our subscription plans
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription plan at any time. Changes take effect at your next billing cycle, and we'll pro-rate any price differences.
What happens if I miss a payment?
If a payment fails, we'll attempt to process it again within 3 days. If payment remains unsuccessful, your account will be paused until payment is resolved. No late fees apply.
Is there a minimum commitment period?
No minimum commitment required. You can cancel your subscription at any time, and it will remain active until the end of your current billing period.
Ready to Start Planning
Join thousands of Australians who've taken control of their financial future with professional monthly guidance.
Get Started Today